Sr. Relationship Advisor
Core
Manages a sophisticated account base of wealth management clients, providing holistic fiduciary advice on investments, tax, estate planning, and trust administration.
Role type
Senior Individual Contributor Relationship Advisor (Wealth Management)
Builds
Client relationships and fiduciary solutions for high-net-worth individuals and families
Domain
Wealth Management / Trust & Estate Services
Deliverable
client delivery
Required skills
fiduciary judgment, trust and tax law expertise, estate planning, investment management, complex client relationship management, regulatory compliance, business development, mentoring
Preferred skills
JD or similar legal credential, law school training
Technologies
N/A
Responsibilities
Lead client conversations for goals-driven wealth management; identify opportunities for relationship enhancement; cultivate relationships with external professional advisors; teach and mentor less experienced partners; exercise judgment to identify innovative solutions
Seniority
Senior, hands-on IC