Wealth Manager
Core
Strategic advisor and fiduciary partner to ultra-high-net-worth clients and families, leading complex wealth management engagements including multi-generational estate planning and family governance.
Role type
Senior IC Wealth Manager (UHNW)
Builds
Complex wealth management engagements, estate plans, and family governance structures for UHNW clients
Domain
Private Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Estate planning, concentrated wealth management, private and public investments, tax mitigation, charitable planning, client psychology, family dynamics, liquidity event management, generational transition planning, business development, mentoring junior advisors
Preferred skills
Multi-generational family experience, complex governance structures, strategic planning, continuous learning
Technologies
None stated
Responsibilities
Serve as strategic advisor and fiduciary partner to UHNW clients; Lead complex wealth management engagements; Drive new business development; Mentor and oversee junior advisors; Provide leadership on firm-wide initiatives; Demonstrate expert-level capability in planning and investment domains; Guide clients through liquidity events and philanthropic strategies
Seniority
Senior, hands-on IC with leadership responsibilities
