Senior Vice President of Client Services

Join a Top Wealth Management Advisory FirmAt our leading wealth management advisory firm, we have over $21 billion in assets under management as of December 31st, 2023. We are dedicated to providing excellent services to high net worth individuals in an inclusive environment that supports professional growth and success. Our team lives by the values of Integrity, Entrepreneurship, Inclusion, and Connection.Your Role as a Vice PresidentAs a Vice President, you will be vital in delivering comprehensive services to our high-profile clients. Your responsibilities will include supporting the management functions of our Senior Vice President and Regional Director, expanding client relationships, and providing leadership to advisor teams to ensure top-tier service aligned with client financial goals.Key Responsibilities- Service a designated number of clients, meeting their financial needs- Generate business through referral networks, marketing initiatives, and client referrals- Maintain and expand the assigned territory in the referral network- Assess, monitor, and report key business indicators to senior management- Collaborate with internal teams to enhance client relationships- Document client interactions in our contact management system- Contribute to firm initiatives focused on service development, relationship building, and business developmentQualifications Required- Bachelor's degree in a business-related major- Minimum of 5-10 years of relationship management/sales experience in financial services- Certified Financial Planner designation- Strong knowledge of financial, investment, and risk management concepts- Excellent communication and interpersonal skills- Demonstrated leadership capabilities- Proficiency in CRM software and Microsoft Office suite- Ability to work independently and prioritize tasks in a deadline-oriented environmentBenefits for YouWe offer a competitive benefits package to support your personal and professional well-being, including paid holidays, unlimited PTO, paid volunteer time, and paid parental leave. You can also enjoy flexible work schedules, highly subsidized health, dental, and vision plans, and 401k retirement accounts with company match contributions. Additional benefits include employee financial education, assistance programs, and more.Join our team and embrace a workplace that values diversity and welcomes applicants from all backgrounds. We are an equal opportunity employer committed to creating a discrimination-free environment.
Employment Type: Full-Time

Education Level: No formal educational credential

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Senior Vice President of Client Services
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