Senior Client Advisor

4 days ago

Seattle, Washington, United States International Search Consultants Full time

Job Summary:

We are seeking a seasoned financial professional to join our team as a Senior Client Advisor. As a key member of our organization, you will play a pivotal role in expanding our client base and providing exceptional service to our Ultra-High Net Worth Individuals and Families.

Key Responsibilities:

  • Client Relationship Management: Manage client relationships with extensive contact, demonstrating expertise in trust and agency account administration, fiduciary accounting, securities, finance, real estate, taxes, and estate planning.
  • Business Development: Develop new business through independent means, collaboration with other departments, senior management, and professional networking.
  • Team Leadership: Delegate work efficiently to Client Advisory support professionals and contribute actively to internal committees as part of the senior team.
  • Collaboration: Collaborate closely with other departments (investment/portfolio management, tax, operations, and planned giving/foundations) to ensure seamless client service.
  • Account Management: Oversee account opening processes, draft correspondence to clients, and manage the transfer/distribution of assets.
  • Investment Management: Work with the investment team on scheduling clients' investment performance reviews and monitoring trades.
  • Tax and Operations: Coordinate with tax and operations departments to provide clients with information required for tax filings and management of accounting records.

Requirements:

  • Education: Bachelor's degree required; advanced degree (MBA or JD) highly preferred.
  • Certifications: Professional certifications such as CTFA, CFP, CFA, or CPA.
  • Experience: Minimum of 8 years of Trust and Estate Planning experience and 5 years in general Wealth Advisory and Portfolio Management, interfacing with UHNW clients.
  • Business Development: Proven business development experience within the UHNW space.
  • Network: Established local and regional network of accounting and legal professionals.
  • Skills: Proficiency in legal documents related to trusts, estate planning, and finance.

Rewards:

  • Visibility and Growth Opportunities: High visibility to internal executives with opportunities for position expansion and continued professional development.
  • Compensation and Benefits: Competitive base salary, bonus, and compensation structure with excellent benefits.
  • Culture: Rewarding culture within a client-focused, family-oriented firm.

About Us:

International Search Consultants is a leading provider of executive search and recruitment services. We specialize in placing top talent in high-growth industries and are committed to delivering exceptional results for our clients.

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