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Chief Wealth Strategist

3 months ago

West Palm Beach, United States HighMark Trust, LLC Full time

 

Job Title: Wealth Strategist  

 

Location: Palm Beach County, Florida (hybrid opportunity if desired) 

 

Job Type: Full-time 

 

Company: HighMark Trust 

 

About Us: HighMark Trust (in organization) is an innovative and forward-looking administrative trust company based in Palm Beach County. We are in the early stages of our exciting journey to provide exceptional directed or delegated fiduciary services to clients in the region and those wishing to establish trusts in Florida. 

 

Job Description: We are seeking a dynamic and experienced Wealth Strategist to build and lead our trust department. This role is critical in establishing our reputation as the preeminent trust company, providing the insight, responsiveness, and dependability that clients seek. As a Wealth Strategist, you will be instrumental in shaping and leading our trust department, ensuring the highest standards of estate planning and administrative trust services. This role presents a unique opportunity for an experienced trust professional to contribute to the creation, direction, growth, and success of our company. As a founding member, you will have the potential to take on greater leadership opportunities as the company grows. 

 

Key Responsibilities: 

1) Leadership and Strategy: 

  • Develop and execute the strategic vision for the trust department, aligned with the company's overall objectives. 
  • Lead, mentor, and manage a team of trust officers, legal experts, and support staff. 
  • Establish and communicate departmental goals, policies, and procedures. 

2) Client Relations: 

  • Build and maintain strong client relationships, serving as a trusted advisor for ultra-high-net-worth individuals, families, advisors, and organizations. 
  • Ensure the delivery of exceptional trust and fiduciary services, meeting or exceeding client expectations. 

3) Team Development: 

  • Recruit, train, and develop a high-performing team, fostering a culture of professionalism, trust, and client-centric service. 

4) Strategic Business Development: 

  • Identify growth opportunities and develop strategies to expand the company's trust and fiduciary services. 
  • Foster partnerships and collaborations to enhance the company's market presence. 

5) Compliance and Regulatory Oversight: 

  • Stay current with all applicable fiduciary laws, regulations, and industry best practices related to trust and fiduciary services. 
  • Ensure the company's strict compliance with all relevant legal and regulatory requirements. 

6) Risk Management: 

  • Implement a robust risk management program to identify and mitigate potential risks to the company and clients. 
  • Establish and maintain strong internal controls. 

 

Qualifications: 

  • Experience as a wealth strategist and trust administration is preferred.  
  • Proven ability to build and maintain strong client relationships.  
  • Exceptional leadership, communication, and interpersonal skills.  
  • Results-driven with a strategic mindset.  
  • 10+ years in a leadership role. 
  • Strong understanding of trust laws, financial regulations, tax planning, and legal compliance. 
  • Sound knowledge of fiduciary risk management and internal controls. 
  • Juris Doctor (JD) & LLM preferred. 
  • Relevant professional certifications (e.g., CTFA) are a plus. 

 

Benefits: 

  • Competitive salary, performance-based bonuses, profit sharing and equity opportunity. 
  • Health, dental, and retirement benefits. 
  • Professional development opportunities. 
  • An opportunity to play a key role in a startup company's success. 
  • A positive and collaborative work environment. 

 

How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and relevant experience to andrew@highmarktrust.com. 

 

HighMark Trust is an equal opportunity employer. We welcome applications from candidates of all backgrounds and experiences.