Delos Senior Wealth Strategist

Company Overview

Delos Capital Advisors, A Spend Life Wisely Company, is the wealth management subsidiary for First United Bank that provides services to ultra-high net worth individuals, private family offices and foundations, institutional investors, and financial service companies by providing comprehensive wealth, risk, and investment management services.

Under the parent company of Spend Life Wisely, our shared philosophy revolves around helping our clients emphasize balance through four pillars: Wellness, Personal Development, Financial Well-Being, and Faith.

Position Summary

The Senior Wealth Strategist is a key client acquisition leader responsible for attracting and engaging High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) individuals and families. This individual will lead strategic efforts to develop client relationships, create marketing and networking initiatives, and collaborate with partners across Delos Capital Advisors (DCA) to deliver tailored financial solutions. Success in this role is driven by relationship-building, thought leadership, and high-touch client service that positions Delos Capital Advisors as the partner of choice for sophisticated wealth management needs.

Key Responsibilities

Business Development & Client Acquisition

• Identify and pursue opportunities to attract HNW and UHNW clients through strategic planning and relationship-building.
• Leverage professional and personal networks to generate qualified referrals and introductions.
• Research and analyze prospects’ full financial picture, including assets and liabilities, to provide comprehensive service recommendations.
• Present customized wealth management solutions and collaborate with client advisors (e.g., attorneys, CPAs) to ensure alignment.

Marketing & Communication Strategy

• Design or advise on marketing strategies aimed at engaging HNW and UHNW clients, including:
  • Speaking engagements
  • Media opportunities
  • Strategic partnerships

• Develop and execute outreach strategies targeting Centers of Influence (COIs), business exits, and philanthropic/family convenings.

Community Engagement

• Identify and recommend participation in philanthropic and social organizations that align with Delos Capital Advisors’ brand and client base.
• Represent the firm at community and industry events to increase visibility and strengthen brand presence in key markets.

Client Relationship Management

• Serve as a primary contact for prospective and existing clients with complex or sensitive financial circumstances.
• Maintain ongoing communication with clients, identifying opportunities for additional services or deeper engagement.
• Act as a liaison between the client and the broader Spend Life Wisely Company team for account management and service coordination.

Planning & Advisory Services

• Consult with clients and their advisors to design tax-efficient estate and wealth transfer strategies, using in-depth knowledge of estate, gift, income, and inheritance taxes.
• Maintain expert knowledge of personal trusts, living trusts, wills, investment management, financial consulting, and fiduciary services.
• Stay current with federal, state, and local regulations impacting financial planning, banking, and fiduciary practices.

Performance Expectations

• Achieve a minimum of $30 million in net new asset growth annually.
• Actively participate in internal councils, task forces, and training initiatives to promote cross-functional collaboration and thought leadership.
• Contribute to the firm’s thought leadership through participation in seminars, client events, and educational programming.

Qualifications

• Proven track record of developing and maintaining HNW/UHNW client relationships.
• Deep knowledge of investment management, estate planning, trust services, and tax strategies.
• Excellent communication, presentation, and consultative sales skills.
• Ability to build trust and credibility with clients, partners, and COIs.
• FINRA Series 65 license (or ability to obtain within a defined timeframe).

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance.