Key Family Wealth Strategist
About The Position
Senior advisor that exclusively works with UHNW families with a net-worth of greater than $25MM Serves as the primary point of contact for internal and external referrals for FW prospects Has a command of the Family Wealth value proposition and family office capabilities Responsible for revenue growth on the relationship Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen Responsible for the implementation of the targeted Family Wealth onboarding plan Responsible for engaging senior leadership on the relationship Leads the internal team and works closely with the Family Office Director to implement the client strategy Is an astute and savvy competitor maintaining knowledge of strengths and weaknesses and product offerings and pricing of the competition. Advisory Senior level advisor who has significant depth, breadth, and experience to effectively serve as the lead advisor for a large and complex UHNW family Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors. Develops a deep knowledge of our Family Wealth client’s entire financial and family situation. Sales Serves as the primary point of contact for new referrals Develops internal and external relationships to generate new opportunities Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships Orchestrates and drives the overall sales process with a new prospect Accountable for revenue growth and sales on the relationship Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships Leads the onboarding process for new families in partnership with the Family Office Director Client Service and Retention Responsible for the overall execution of the client experience Responsible for the development and documentation of the client strategy Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth. Responsible for retaining and deepening relationships including the development of the next generation
Requirements
- Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required
- Graduate degree in business related field or equivalent experience
- Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families
- Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles – from enteprunurial business owners to C-level executives to younger generations
- Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability
- Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals
- Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations
Nice To Haves
- JD, CPA, CFA, CFP or Master’s Degree
- Demonstrated new business accomplishments in ultra-high net worth market
- Prior experience as author of published industry articles
- Experience as subject-matter-expert to in-house and industry groups
Responsibilities
- Serves as the primary point of contact for internal and external referrals for FW prospects
- Has a command of the Family Wealth value proposition and family office capabilities
- Responsible for revenue growth on the relationship
- Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen
- Responsible for the implementation of the targeted Family Wealth onboarding plan
- Responsible for engaging senior leadership on the relationship
- Leads the internal team and works closely with the Family Office Director to implement the client strategy
- Serves as the primary point of contact for new referrals
- Develops internal and external relationships to generate new opportunities
- Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships
- Orchestrates and drives the overall sales process with a new prospect
- Accountable for revenue growth and sales on the relationship
- Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships
- Leads the onboarding process for new families in partnership with the Family Office Director
- Responsible for the overall execution of the client experience
- Responsible for the development and documentation of the client strategy
- Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth.
- Responsible for retaining and deepening relationships including the development of the next generation
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
