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The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.

The Senior Wealth Advisor is responsible for managing relationships with ultra-high-net-worth clients, offering tailored financial solutions and leveraging in-house expertise to help clients achieve their financial objectives while ensuring compliance and client satisfaction.

The Relationship Manager I enhances client service in wealth management by ensuring service excellence, managing client interactions, and supporting growth and retention strategies. Responsibilities include workflow management, client satisfaction tracking, and collaboration with internal teams to meet client needs and deliver top-tier service.

Serve as primary trusted advisor to 150–250 clients, onboard 10–50 clients annually, support regional leadership on investments, tax, estate, insurance and financial planning, present planning modules, manage client communications, meet retention/referral goals, and travel for client meetings and trainings (up to 50%).

Provide administrative support to the in-house tax team, manage client tax documents, assemble and e-file returns, handle client communication and invoicing, assist workflow monitoring and process improvements, and support off-peak tax projects.

Support and drive sales by owning the sales pipeline, qualifying and engaging prospective clients via Zoom/phone/in-person, building relationships, and participating in coaching and team trainings to convert prospects into clients.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

The Director of Philanthropic Services advises high-net-worth clients on charitable giving strategies, manages philanthropic initiatives, and integrates philanthropy into comprehensive wealth management.

The Relationship Manager oversees UHNW client relationships, ensuring exceptional service, managing operations, identifying growth opportunities, and coordinating with the Wealth Management Team.

The Relationship Manager I ensures excellent client service delivery, collaborates with Wealth Advisors, and tracks client satisfaction metrics while supporting retention and business growth efforts.