Senior Client Advisor

11 hours ago

Menlo Park, United States International Search Consultants Full time

Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary services, investment management, philanthropic advisory, and family office support.


We’ve been retained to find a Senior Client Advisor to support UHNW individuals and families. This position is critical in meeting the needs of clients, trust beneficiaries, co-fiduciaries, and internal teams.


The Senior Client Advisor will be a key member of the advisory team and will help deliver high-touch service in the Western region and nationally, with a focus on SF local market.


Senior Client Advisor Responsibilities:

  • Manage UHNW client relationships with extensive client contact and a working knowledge of trust and agency account administration, including fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Continued development of new business. Developed through independent means, partnering with other departments and senior management, and utilizing professional networking and direct solicitation.
  • Manage a team of Client Advisory support individuals and delegate work to an assigned assistant.
  • Partner closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure client activities are properly handled.
  • Oversee the processes of opening accounts, drafting correspondence to clients, and transferring/distributing assets.
  • Work with the investment team on scheduling clients’ investment performance reviews and monitoring trades.
  • Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.
  • Contribute to internal committees on an ongoing basis as a part of the senior team.


Senior Client Advisor Requirements:

  • Bachelor’s degree is required, an advanced degree is highly preferred, MBA or JD.
  • CTFA, CFP, CFA, CPA.
  • Minimum of 5 years of Trust and Estate Planning experience - preferred.
  • Minimum of 10 years of general Wealth Advisory and Portfolio Management experience interfacing with UHNW clients.
  • Minimum of 5 years of proven business development within the UHNW space.
  • Proficient knowledge and understanding of legal documents surrounding trusts, estate planning, and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers, and partnership agreements.
  • Previous leadership experience.
  • Established network accounting and legal professionals in the local and regional markets.


Senior Client Advisor Rewards:

  • Rapidly growing and well-established organization.
  • High visibility to Leadership with opportunities to expand the position and continued professional development.
  • Competitive base, bonus, and comp structure with excellent benefits.
  • Rewarding culture and team within a client-focused, family-oriented firm.

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