Sr Account Manager, Wealth Management Advisory
Core
Maintains complex fiduciary, investment management, estate settlement, guardianship, and custody accounts by coordinating administration, processing transactions, and supporting client relationships.
Role type
Senior Individual Contributor Account Manager (Wealth Management)
Builds
Operational account administration and client servicing workflows for sophisticated individuals, families, and institutions.
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Account administration, fiduciary services knowledge, estate settlement, guardianship, custody accounts, client relationship management, transaction processing, action plan development, compliance management, business applications proficiency, mentoring
Preferred skills
Industry knowledge of personal trust and advisory services, analytical problem solving, organizational skills, Microsoft Office
Responsibilities
Coordinate account administration for complex client relationships; Develop and maintain knowledge of governing documents and account agreements; Receive and facilitate service requests; Coordinate resolution of client issues; Oversee development and execution of action plans for client servicing events; Engage support teams on account opening/closing, cash movement, and fee set-ups; Assist advisors in account acceptance, discretionary request analysis, and annual reviews; Identify service efficiency enhancements and process improvements; Serve as a subject-matter expert and mentor to junior employees.
Seniority
Senior, hands-on IC with mentorship responsibilities