Sr Account Mgr, WM Advisory
Core
Coordinates account administration and service delivery for complex fiduciary, investment management, estate settlement, and custody accounts.
Role type
Senior Individual Contributor Account Manager (Wealth Management Advisory)
Builds
Operational account servicing, client onboarding, and transaction execution for high-net-worth clients.
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
Account administration, governing document management, client issue resolution, process improvement, subject-matter expertise, mentorship, business development support, fee setup, compliance management, system navigation (Peoplesoft)
Preferred skills
In-depth functional knowledge of personal trust and estate services, analytical problem-solving, organizational skills, technical systems knowledge
Responsibilities
Coordinate account administration for complex client relationships; develop and maintain knowledge of governing documents and account agreements; receive and process service requests; coordinate resolution of client issues; oversee action plans for client servicing events; assist advisors in account acceptance and compliance reviews; identify service efficiency enhancements; mentor junior-level employees; facilitate discussions and reach decisions.
Seniority
Senior, hands-on IC with mentorship responsibilities