Senior Manager, Private Client Advisory
Job Summary
Leading multiple Wealth Advisory Practices in a full-time remote capacity, the Senior Manager, Private Client Advisory will coach and develop teams to enhance client relationships, ensure asset consolidation, and drive client satisfaction.
Key responsibilities
- Lead and develop Wealth Advisory Practices, setting performance expectations and fostering a culture of communication and client experience
- Manage ongoing performance through regular reviews, coaching, and accountability for client retention and satisfaction
- Collaborate with internal stakeholders to enhance the Private Client experience and improve service delivery metrics
Required qualifications
- Bachelor's degree or extensive industry experience
- 7+ years of financial services relationship management experience, particularly with high-net-worth clients
- FINRA Series 7, 66, 63, 65, and Series 24 registrations required
- Proven expertise in relationship management and client experience within financial services
- Strong leadership skills with a demonstrated ability to build and develop high-performing teams
Complete Job Description
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