Sr Account Manager, Wealth Management Advisory
Core
Maintaining complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated individuals, families, and institutions.
Role type
Senior Individual Contributor Account Manager (Wealth Management)
Builds
Client servicing events, account administration, and operational support for Trust Advisors and Estate Settlement Administrators
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
fiduciary account administration, estate settlement coordination, guardianship account management, client relationship maintenance, action plan development, transaction processing, compliance management, fee review, business application proficiency (e.g., Peoplesoft), business development support, mentoring junior staff
Preferred skills
in-depth functional knowledge of personal trust and advisory 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 development and execution of action plans for client servicing events; engage support teams on account opening/closing and cash movement; assist advisors with account acceptance, discretionary request analysis, and annual reviews; facilitate business development and client presentations; serve as subject-matter expert and mentor to junior employees
Seniority
Senior, hands-on IC with mentorship responsibilities