The Director II, Family Office Solutions will lead and cultivate complex Ultra High Net Worth (UHNW) client relationships, serving as a trusted, strategic advisor and coordinator across all aspects of wealth management for UHNW clients.
Requirements
- In-depth knowledge of Wealth Planning, etc.
- Expertise of the UHNW wealth management industry, including competition
- Knowledge of investments, banking, trust and financial consulting concepts
- Skills in negotiation, leadership and sales
- Highly flexible and adaptable to change
- Interprets internal/external business challenges and recommends best practices
- Communicates difficult concepts and cooperates with others
- Solid, general knowledge of all personal and complex financial planning issues
- Exceptional interpersonal, verbal, written, and presentation skills
- Demonstrated sales and business acumen
- Proven track record of building collaborative and long-term relationships
Benefits
- Retirement benefits (401k and pension)
- Health and welfare benefits (medical, dental, vision, spending accounts and disability)
- Paid time off
- Parental and caregiver leave
- Life & accident insurance
- Other voluntary and well-being benefits