What are the responsibilities and job description for the High Net Worth Case Manager position at Candidate Experience site?
The Hight Net Worth Case Manager will be responsible for fielding high-net worth opportunities from outside advisors broadly, and serving as a project manager during the sales process with the prospective client and their advisor. The Case Manager will liaise between the advisor and their respective client, and the multiple groups within Cetera that could help facilitate the onboarding of the prospect into the Cetera ecosystem. This is a hybrid role, 2 days weekly in office. Candidates must be located near an office hub.
Responsibilities:
- Liaise between advisors and high-net worth solutions team to project manage incoming opportunities
- Communicate with advisors to understand the nature of the opportunity, and the products/services likely needed by the prospective client
- Inform high-net worth solutions team as to the opportunities’ status, and action plan
- Perform periodic outreach to Growth Managers to see if there are high-net worth opportunities to pursue
- Assist high-net worth team in creating presentation materials for individual prospects
- Create high-net worth Solutions marketing collateral to inform Advisors and Growth teams
- Maintain high-net worth pipeline report to monitor progress against high-net worth goals and objectives
- Tag-team with Head of HNW Solutions to increase the visibility and reach of the high-net worth solutions team across Cetera broadly
Requirements:
- Bachelor’s degree or equivalent education and experience
- Minimum 3-5 years related experience with high-net worth clients, financial services, estate planning, or trustAble to serve in a project management capacity, ensuring seamless coordination between relevant parties
- Excellent people skills, with an accommodative and user-friendly attitude towards serving the needs of others
- Detail-oriented, and able to think ahead with respect to possible needs of the client
- Able to run a tight process with no lapses in coordination or scheduling
- Excellent communicator, who ensures that parties are kept informed and current as to status and next steps
- Have reasonable working knowledge of the needs of high-net worth clients, including investment mgmt., estate and tax planning, trust structures (does not need to be the architect or the expert)
- Excellent presence and decorum, to exude confidence and responsibility
- Familiarity with the Cetera organization is strongly preferred
Compensation:
The base annual salary range for this role is $110,0000 - $130,0000, plus a competitive performance-based bonus. Base annual salary depends on a wide array of factors, including but not limited to skill set, years and depth of experience, certifications, and location. Base annual salary may also differ significantly due to geography and cost of labor considerations.
#LI-Hybrid
Salary : $1,100,000 - $1,300,000
