Established RIA in Long Island seeks a Relationship Manager to take over an existing book of HNW client relationships. Serve as a trusted advisor to HNW clients in providing wealth management services including investment management, financial planning, tax planning, charitable and estate planning. Maintain extensive contact with clients and external advisors to coordinate a complete wealth plan. Collaborate internally to support new business eff...
Due to growth, boutique Trust Company seeks Trust Officers and Sr. Trust Officers to administer and review complex trusts for their HNW clients (5-50mm level clientele). Opportunities are available in Reno, NV and Los Angeles, CA. Ensure administration and management of trust accounts. Own the client relationship, serving as the main point of contact for HNW clients and collaborating with their external advisors. True trust administration, no mon...
Boutique wealth management firm in Phoenix seeks a Director of Wealth Management to lead the delivery of wealth management and family office services to their growing client base (25mm level clientele). Manage a team of 20 advisors, leading weekly meetings and mentoring junior advisors. Continue the development and implementation of consistent client service standards and procedures, innovating with additional tools. Collaborate with internal tea...
Boutique wealth management firm in Phoenix seeks a Director of Wealth Management to lead the delivery of wealth management and family office services to their growing client base (25mm level clientele). Manage a team of 20 advisors, leading weekly meetings and mentoring junior advisors. Continue the development and implementation of consistent client service standards and procedures, innovating with additional tools. Collaborate with internal tea...
