Vice President, Private Client Group

About This Role

Join a client relationship team serving ultra-high-net-worth individuals and institutions, managing investment and financial plans. This role ensures clients receive a world-class experience by analyzing wealth management topics and supporting new business development.

Responsibilities

• Actively manage and oversee the client’s investment and financial plans
• Prepare client meeting presentations and oversee manual reporting coordination
• Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner
• Participate in client meetings and assist with client inquiries and requests in a timely manner
• Serve as first point of contact for some clients
• Think creatively and strategically about client needs
• Capitalize on experience to drive process and efficiency improvements
• Support new business development activities

Requirements

• Minimum of a Bachelor’s degree
• 5-7 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment
• Fluency in planning and/or investment topics
• Proficient in Microsoft Word, Excel, PowerPoint and Outlook applications
• Excellent organizational, prioritization, and time management skills
• Analytical with a strong attention to detail; Problem solve effectively
• High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment
• Strong written and oral communication skills

Qualifications

• Bachelor’s degree
• 5-7 years of relevant professional experience in an investment, wealth management, estate planning, or tax/accounting environment

Nice to Have

• CFP or CFA designation

Skills

* Required skills

Benefits