Vice President, Fiduciary Advisor (HNW)
- Expired: over a month ago. Applications are no longer accepted.
The candidate will be a seasoned Fiduciary with a proven ability to work with high net worth families who aligns well with the firm's culture. The firm's culture is one that is performance/accountability driven, client-focused, family-oriented, and supports the long-term career satisfaction of its employees.
The position involved extensive client contact and a working knowledge of trust and agency account administration including fiduciary accounting, securities, finance, real estate, taxes, and estate planning. This is accomplished by working independently, as well as with staff across the organization, through professional networking and direct solicitation of qualified prospects. The position works closely with a Client Advisory or Client Administrative Associate and together they have total administrative responsibility for a book of accounts, and shares relationship management with an assigned investment officer.
The position requires a working knowledge of legal documents encountered in trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
Coordinate closely with other company departments (tax, insurance, operations, real estate, investment, and foundations) regarding client matters. Effective communication skills are essential.
Supervise and instruct others in the processes of opening accounts and closing accounts, transferring and distributing assets, and drafting correspondence to clients, clients' families, agents, and professional advisors.
Participate with the investment officer in client meetings.
Coordinate with the investment department in the scheduling of clients' investment performance reviews and monitoring of investment trades.
Coordinate with operations and tax departments to provide clients or their professionals with appropriate information required for tax filings and the maintenance of accounting records.
Complete forms, prepare internal documentation, and present periodic account reviews.
Participation in other internal committees or task forces, such as Client Services or Marketing.
Provide extensive personal service to clients as required.
Additional tasks as assigned.
Minimum 8 years experience as a Fiduciary Advisor with a successful track record in new business development.
Superior ability to identify and build relationships with qualified prospects and a proven outstanding business development track record
Established network of legal, accounting, and insurance professionals in the area and surrounding communities.
Successful experience in a supervisory role.
Background in wealth management, client administration, and portfolio management or foundation services.
Bachelor's degree from an accredited 4-year university
Industry certification – CTFA, CFP, CFA, CPA
Advanced degree – JD, MBA
Strong people skills
Client service focus
Effective verbal and written communication skills
High integrity with a diligent work ethic
Highly organized with good time management skills
Meticulous attention to detail
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