Senior Wealth Strategist
2 days ago
We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for leading a book of client relationships and coordinating activities of the relationship team to drive growth and retention of our existing clients.
Key Responsibilities- Develop and implement comprehensive wealth management strategies for high net worth and ultra high net worth clients.
- Lead the client relationship team and ensure seamless delivery of solutions to clients.
- Collaborate with cross-functional teams to assess client needs and develop tailored solutions.
- Manage and review client relationships to ensure goals and objectives are achieved.
- Stay up-to-date with industry trends and regulatory requirements to ensure compliance and operational risk management.
- Bachelor's degree and a minimum of 9 years' sales experience in the financial services industry.
- Proven track record of implementing wealth management strategies and driving revenue growth.
- Securities licensing, CFP, CTFA, CPA designation preferred.
We offer a competitive salary range of $143,791.52 to $239,791.52 per year, depending on experience. We are committed to fair, competitive, and market-informed pay for our employees.
-
Senior Wealth Manager
3 weeks ago
Wilmington, Delaware, United States Leah Yosef International Full timeJob Title: Senior Wealth ManagerJob Summary:Leah Yosef International is seeking a highly skilled Senior Wealth Manager to lead our ensemble fee-based practice. As a key member of our team, you will be responsible for managing relationships with high net worth clientele and providing comprehensive wealth planning and investment management services.Key...
-
Senior Wealth Advisor
2 days ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryAs a Senior Wealth Advisor at Wilmington Trust, you will be responsible for providing comprehensive wealth management services to high net worth individuals and families. This includes developing and implementing customized investment strategies, providing financial planning and advice, and managing client relationships.Key ResponsibilitiesDevelop...
-
Senior Wealth Management Advisor
4 weeks ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management...
-
Senior Wealth Management Advisor
6 days ago
Wilmington, Delaware, United States Wilmington Trust Full timeJob SummaryWe are seeking a highly skilled and experienced Senior Wealth Advisor to join our team at Wilmington Trust. As a Senior Wealth Advisor, you will be responsible for providing comprehensive wealth management services to high net worth individuals, families, and businesses.Key ResponsibilitiesDevelop and implement customized wealth management...
-
Senior Financial Advisor
2 weeks ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Financial AdvisorBryn Mawr Trust, a WSFS Company, offers comprehensive wealth management solutions, including financial planning, investment management, and trust services. We are seeking a Senior Financial Advisor to join our team.Job Summary:The Senior Financial Advisor will be responsible for providing financial planning and investment...
-
Wilmington, Delaware, United States International Search Consultants Full timeJob DescriptionInternational Search Consultants is partnering with a prominent Wealth Manager (RIA) to find a Senior Vice President to lead their Client Services and Operations teams in the Wilmington office.The ideal candidate will have a strong background in financial services, specifically wealth management, with at least 10 years of experience and 5...
-
Senior Trust Officer
1 day ago
Wilmington, Delaware, United States Citizens Financial Group, Inc. Full timeJob SummaryThe Senior Trust Officer is a key member of our Private Wealth team, responsible for advising high net worth clients on their trust and estate administration needs. This role requires a strong understanding of fiduciary concepts, excellent communication skills, and the ability to build and maintain strong client relationships.Key...
-
Senior Private Banking Relationship Manager
2 days ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Private Banking Relationship ManagerAt Wilmington Savings Fund Society, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement...
-
Senior Trust Officer
3 weeks ago
Wilmington, Delaware, United States JTC Group Full timeJob Title: Senior Trust OfficerWe are seeking a highly experienced and detail-oriented Senior Trust Officer to join our Trust and Wealth Management team at JTC Group.Main Responsibilities:Administer a diverse portfolio of complex fiduciary accounts for US domestic and international clients.Ensure superior client service while effectively managing fiduciary...
-
Senior Financial Planner
2 days ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Financial AdvisorBryn Mawr Trust, a WSFS Company, offers comprehensive wealth management solutions, including financial planning, investment management, trust and estate planning, and brokerage services to individual, corporate, and institutional clients.Job Summary:The Senior Investment Advisor is responsible for prospecting and engaging...
-
Senior Trust Officer
1 day ago
Wilmington, Delaware, United States International Search Consultants Full timeSenior Trust Officer OpportunityInternational Search Consultants is partnering with a leading Wealth Management firm to find a Senior Trust Officer for their Trust Company in Wilmington, DE.The ideal candidate will provide support and advice to UHNW Clients on trust and estate administration and planning, serving as a Relationship Manager with high...
-
Senior Financial Consultant
2 days ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Financial AdvisorAt Wilmington Savings Fund Society, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance,...
-
Senior Financial Planner
1 day ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Financial AdvisorAt Wilmington Savings Fund Society, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our Communities so they can fully thrive.Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and...
-
Senior Financial Advisor
2 days ago
Wilmington, Delaware, United States Wilmington Savings Fund Society Full timeJob Title: Senior Financial AdvisorBryn Mawr Trust, a WSFS Company, offers comprehensive wealth management solutions, including financial planning, investment management, and trust services to individual, corporate, and institutional clients.Key Responsibilities:Develop and implement comprehensive financial plans for clients, including investment management...
-
Global Compensation Strategist
3 weeks ago
Wilmington, Delaware, United States International Flavors and Fragrances Full timeJob SummaryReporting to the Senior Vice President of Total Rewards and People Operations, the Head of Global Compensation will be responsible for designing and implementing compensation programs across 63 countries to support our 22,000 employees. The ideal candidate will lead a team of regional rewards professionals across 8 countries to develop innovative...
-
Senior Account Manager
3 weeks ago
Wilmington, Delaware, United States HUB International Full timeAbout HUB InternationalHUB International is a leading global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.As a global firm, we offer employees resources in both technology and industry expertise, but we still maintain the local...
-
Senior Account Manager
4 weeks ago
Wilmington, Delaware, United States HUB International Full timeAbout HUB InternationalHUB International is a leading global insurance broker, providing a wide range of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.As a member of our team, you will be part of a dynamic and entrepreneurial environment, supported by over 14,000 professionals...
-
Regional Trust Director
3 weeks ago
Wilmington, Delaware, United States Citizens Full timeJob SummaryWe are seeking a highly experienced and skilled Regional Trust Director to join our team at Citizens. This senior position will be responsible for leading the establishment of a Delaware Trust Company and managing a regional team in the administration of personal fiduciary services.Key ResponsibilitiesLead the establishment of a Delaware Trust...
-
Senior Credit Policy Strategist
23 hours ago
Wilmington, Delaware, United States OneMain Financial Full timeJob SummaryWe are seeking a highly skilled Associate Director, Credit Policy to join our Credit Pricing & Analytics team in Wilmington, DE. This is an exciting opportunity to drive significant business results through optimizing our credit risk underwriting and pricing strategies.Key ResponsibilitiesDesign, recommend, document, and execute consumer credit...
-
Data Analytics Strategist
4 weeks ago
Wilmington, Delaware, United States Barclays Full timeJob DescriptionPurpose of the RoleTo leverage advanced data analytics and machine learning techniques to extract valuable insights from the bank's data reserves, informing strategic decision-making and driving innovation across the organization.Key AccountabilitiesIdentify, collect, and extract data from various sources, including internal and external...