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Senior Wealth Manager
2 months ago
Senior Wealth Manager
Chicago, IL | Hybrid
Our client, a well established and expanding private wealth management firm with over $20B AUM, is actively seeking an experienced Senior Wealth Manager.
Under the direction of the Market Leader, the Senior Wealth Manager must have excellent presentation skills, a mastery of financial planning, including, but not limited to, tax and estate planning and asset management, and have superlative consultative selling techniques. Above all, the Senior Wealth Manager is dedicated to developing best-in-class client service.
Senior Wealth Managers will benefit from in-house, comprehensive, and a differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. The Firm offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting one another, their communities, and their clients.
Essential Functions:
Provides high-touch service and individualized, comprehensive investment and wealth solutions to clients
Manage client relationships by anticipating client needs, resolving inquiries, and maintaining allocations in alignment with client objectives
Work with internal stakeholders and other investment professionals to meet client’s financial goals, offering the full suite of the Firm’s services
Direct the deployment of investments for new client allocations and portfolio rebalances
Prepare and conduct client portfolio review meetings
Proactively seek opportunities to increase client wallet share
Maintain and track prospect and client engagement in firm relationship management system
Partner with Sr. Wealth Advisors to deliver presentations to prospects
Assist team with business development opportunities by positioning Firm capabilities and services to convert prospects to clients
Build referral network and network with referral sources
Maintain in-depth knowledge of the Firm’s products and ensure adherence to allocation policies
Travel as needed
Requirements
Bachelor’s degree and minimum of 7 years of experience in a high growth and dynamic sales environment
Series 66 license required
Track record of excellence in obtaining, serving, and retaining clients
Substantial experience in wealth management allocation strategies, including alternative investments, across all industries and sectors
Client-driven perspective guided by a passion for the job, people, and finance
Keen eye and experience with financial planning and achieving client goals through risk-rated proprietary strategies
Independent learner with the ability to take initial direction and seek continual improvement
Embrace high moral and ethical standards
Ability to think strategically and creatively in a fast-paced environment
Proven ability to self-start, take initiative, work collaboratively, and drive results
Excellent written and verbal communications
Proven success in achieving progressively higher sales related goals
Demonstrated ability to work both independently and as a team to achieve shared goals
Experience with Excel/Word/Outlook/Salesforce/Addepar
UBER Search Partners and all our clients are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state, or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.
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