Wealth Manager (San Francisco)

Laird Norton Wetherby•San Francisco, CA

8d•$160,000 - $255,000•Hybrid

About The Position

Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join their team in San Francisco. The Wealth Manager will deliver a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients. This role offers a path for professional development, allowing individuals to lead, co-lead, or support client relationships based on their complexity. As a client lead, the Wealth Manager will fully manage and deliver LNW’s service offering, supported by strategic lead partners, other Wealth Advisors, Analysts, Associates, and LNW content specialists. The role emphasizes fostering a collegial environment, empowering team members, and providing comprehensive support in a family-office styled service model. The successful candidate will understand the interdisciplinary nature of the work and engage internal and external partners to deliver exceptional client service.

Requirements

Certification (Series 65 or other) required.
Four-year college degree or equivalent work experience in the financial services industry.
Interest in supporting the cultivation of an inclusive and client-centric work environment and supporting the long-term financial health of LNW.
Strong organizational and time management skills with the ability to independently complete, manage, and delegate projects which include multiple tasks.
Excellent written and verbal communication skills, as well as strong listening abilities.
Candidates must meet all employment qualifications at time of hiring, including (i) the successful completion of background and credit checks and any pre-employment examinations, (ii) the execution of all employee agreements, and (iii) the ability to consistently and efficiently perform the job’s essential functions, duties and responsibilities.

Nice To Haves

Preferred 10 or more years’ industry experience in investment management, wealth management or financial planning, particularly with an emphasis on serving the advisory needs of clients with AUM > $10M.
Specialized skills and knowledge in any of the following disciplines are highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM), philanthropy, and family governance.
Preference for advanced degree and/or credentials (see above).

Responsibilities

Foster trusted and mutually-rewarding long-term relationships with assigned clients.
Incorporate LNW’s values in every aspect of your work.
Continually assess client need for support across the firm’s service offering and marshal and deliver firm resources and expertise as needed to address client needs.
Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, Wealth Managers, Advisors, Analysts, Associates and content experts and is responsive to the needs and expectations of each client.
Be proficient in understanding and explaining the full range of approved investment solutions across all asset classes.
Design and guide the implementation of managed investment portfolios consistent with each client (or client entity’s) investment policy statement and approved company investment policies, practices and procedures. Bring detailed knowledge of the client’s goals and objectives, risk tolerance, tax situation and unique considerations to the ongoing implementation process. Bear ultimate responsibility for setting and meeting client goals and expectations.
Communicate proactively with clients and respond to client questions in a timely manner. Clearly articulate thoughts, ideas and plans to clients.
Drive the development, communication and implementation of wealth management and financial planning strategies for clients, engaging other advisors and company content experts as appropriate.
Lead financial planning analysis and projections including for estate planning, tax, Medicare, Social Security, and insurance purposes, etc. Develop proficiency and competency with supporting software and analysis tools.
Lead client meetings and provide strategic oversight of development of agenda and materials, division of team responsibilities and coordination of post-meeting follow up items.
Supervise and ensure the quality of ongoing client service, including account openings/closings, portfolio activity, cash management and money movements, and periodic reporting.
Lead coordination of onboarding process for new clients. Create and execute on client road map planning items.
Demonstrate a business development mindset and commitment by actively developing referral networks, advancing personal competency and reputation, participating in company business development and community engagement efforts, and supporting prospect meetings as assigned.