Sr. Relationship Advisor
Core
Manages a sophisticated account base of wealth management clients, providing holistic advice on goals-driven wealth management, fiduciary duties, tax law, estate planning, and asset management.
Role type
Senior Individual Contributor Relationship Advisor (Wealth Management)
Builds
Client relationships and fiduciary solutions for sophisticated individuals, families, and institutions
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Fiduciary knowledge, Estate planning expertise, Tax law knowledge, Asset management, Client relationship management, Business development, Mentoring, Analytical judgment, Negotiation
Preferred skills
JD or similar legal credential, Experience as a relationship manager or attorney
Technologies
None stated
Responsibilities
Lead client conversations for goals-driven wealth management, maintain extensive knowledge of NT fiduciary standards and practices, cultivate relationships with referral sources and external advisors, teach and mentor less experienced partners, travel to meet with clients, exercise judgment to identify innovative solutions
Seniority
Senior, hands-on IC with leadership responsibilities