Sr Account Manager, Wealth Management Advisory
Core
Coordinate administration of complex fiduciary, investment management, estate settlement, guardianship, and custody accounts for sophisticated clients.
Role type
Senior Individual Contributor Account Manager (Wealth Management)
Builds
Client service delivery, account administration, and operational support for trust and advisory services
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
fiduciary account administration, estate settlement processing, guardianship management, custody account oversight, client relationship coordination, action plan development, transaction processing, compliance documentation, business application proficiency
Preferred skills
personal trust services knowledge, advisory services knowledge, business development support, client presentation assistance, process improvement, mentoring junior staff, supervising daily operational activities
Technologies
MS Office, Workday, client online tools
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 and cash movement; assist advisors in account acceptance and compliance reviews; support business development and client presentations; serve as subject-matter expert and mentor to junior employees
Seniority
Senior, hands-on IC with supervisory exposure