Wealth Manager

Overview

• Manage a portfolio of small-to-mid tier clients, providing operational and advisory support.
• Collaborate with a high-performing wealth advisory team serving high-net-worth families.
• Support investment strategies, wealth planning, and estate planning coordination.
• Engage in client relationship management, ensuring exceptional service and communication.
• Utilize AI tools to enhance productivity and client deliverables.
• Contribute to team operations, including CRM management and administrative support.
• Develop into a relationship lead through growth-oriented opportunities.
• Work in a hybrid environment with a focus on collaboration and innovation.

Key Responsibilities & Duties

• Act as the primary contact for client service and operational requests.
• Prepare for client meetings, including agenda creation and follow-up execution.
• Coordinate investment strategy implementation and client-ready communication.
• Manage wealth and estate planning workflows, ensuring timely deliverables.
• Support administrative tasks such as account maintenance and document workflows.
• Lead team projects related to investment trends and process improvements.
• Adopt and drive the use of AI tools for enhanced team productivity.
• Maintain high standards of organization and documentation within the team.

Job Requirements

• Bachelor of Science (BS) degree required.
• 5–8 years of experience in private wealth or advisory practice.
• SIE, Series 7, and Series 66 licenses required.
• Proficiency in client service, operational workflows, and investment strategy support.
• Experience in financial and estate planning coordination preferred.
• Strong communication skills and ability to interact with clients effectively.
• High level of organization and ability to manage multiple workflows simultaneously.
• Comfortable with adopting and utilizing AI tools for operational efficiency.