Senior Manager, Wealth Management
Core
Senior Manager acting as a wealth solutions expert to support agents in identifying client needs, formulating wealth strategies, and delivering integrated insurance and non-insurance solutions for HNW clients.
Role type
Senior Manager, Wealth Management
Builds
Integrated wealth solutions covering insurance, legacy planning, premium financing, trust, retirement, and succession needs
Domain
Financial Services / Wealth Management / Insurance
Deliverable
client delivery
Required skills
Wealth strategy design, Integrated product recommendation, Client meeting facilitation, External partner coordination, Agent coaching, Market trend analysis
Preferred skills
None stated
Technologies
MS Office (PowerPoint, Excel)
Responsibilities
Conduct pre-case discussions with agents, Design integrated wealth solutions, Participate in client meetings with agents, Coordinate with external professional partners (Trust, Legal, Tax, Family office), Deliver specialized wealth trainings and coach agents on HNW sales practices
Seniority
Senior, hands-on IC with management/mentoring duties