The #1 Site for Finance Jobs - search all Finance jobs.

Senior Wealth Manager

Description

VP / Senior Wealth Manager

Provide sophisticated wealth planning support with Managing Directors, Wealth Advisors, Private Bankers, and other client-facing employees as a key member of client strategy teams; communicate with clients regularly regarding wealth planning strategies.


Key Accountabilities:


Wealth Planning

  • Prepare comprehensive wealth plans.

  • Determine assumptions to be used for all analyses.

  • Develop models to analyze clients situations.

  • Review and summarize complex estate planning documents.

  • Develop strategies and propose recommendations to meet clients’ objectives.

  • Analyze insurance and client employee benefits.

  • Take a leadership role in team and bank projects/assignments.

  • Understand tax implications of various wealth planning strategies.

  • Advanced knowledge of wealth planning, portfolio management, and tax concepts.

  • Work with ICG, Portfolio Managers and Wealth Advisors to develop the investment strategy.

  • Analyze stock options and concentrated stock positions and recommend divestiture strategies.



Client Servicing

  • Assist the Lead Relationship Manager in relationship management duties.

  • Prepare and review client follow-up letters and correspondences.

  • Respond to client phone calls and emails.

  • Present wealth plans to clients.

  • Explain wealth planning, tax and investments management concepts and strategies to clients and employees through both written and oral communication.

  • Coordinate tasks related to services for the client.


Requirements

Cross-Functional Relationships:




Wealth Advisors, Private Bankers, Portfolio Managers, Trust Administrators, Managing Directors, and clients. 

Qualifications, Knowledge, and Skills 






  • Bachelor’s Degree

  • CPA or CFA, JD a plus

  • At least five to seven years of relevant work experience

  • Advanced knowledge of the wealth planning process, topics, related services, and client servicing needs

  • Effective written and oral communication skill

  • Strong analytical skills

  • Ability to present complex data and information to clients

  • Knowledge of Microsoft Suite

  • Strong working knowledge of one of the following planning software: Naviplan, eMoney, Money Guide Pro or other Wealth Planning Tools





Job Snapshot

Location US-MI-Grand Rapids
Employment Type Full-Time
Pay Type Year
Pay Rate $0.00 - $200,000.00 /Year
Store Type Finance
Apply

Company Overview

Creative Financial Staffing

CFS is a leading, employee-owned accounting and financial staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting & finance professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. Learn More

Contact Information

US-MI-Grand Rapids
Snapshot
Creative Financial Staffing
Company:
US-MI-Grand Rapids
Location:
Full-Time
Employment Type:
Year
Pay Type:
$0.00 - $200,000.00 /Year
Pay Rate:
Finance
Store Type:

Description

VP / Senior Wealth Manager

Provide sophisticated wealth planning support with Managing Directors, Wealth Advisors, Private Bankers, and other client-facing employees as a key member of client strategy teams; communicate with clients regularly regarding wealth planning strategies.


Key Accountabilities:


Wealth Planning

  • Prepare comprehensive wealth plans.

  • Determine assumptions to be used for all analyses.

  • Develop models to analyze clients situations.

  • Review and summarize complex estate planning documents.

  • Develop strategies and propose recommendations to meet clients’ objectives.

  • Analyze insurance and client employee benefits.

  • Take a leadership role in team and bank projects/assignments.

  • Understand tax implications of various wealth planning strategies.

  • Advanced knowledge of wealth planning, portfolio management, and tax concepts.

  • Work with ICG, Portfolio Managers and Wealth Advisors to develop the investment strategy.

  • Analyze stock options and concentrated stock positions and recommend divestiture strategies.



Client Servicing

  • Assist the Lead Relationship Manager in relationship management duties.

  • Prepare and review client follow-up letters and correspondences.

  • Respond to client phone calls and emails.

  • Present wealth plans to clients.

  • Explain wealth planning, tax and investments management concepts and strategies to clients and employees through both written and oral communication.

  • Coordinate tasks related to services for the client.


Requirements

Cross-Functional Relationships:




Wealth Advisors, Private Bankers, Portfolio Managers, Trust Administrators, Managing Directors, and clients. 

Qualifications, Knowledge, and Skills 






  • Bachelor’s Degree

  • CPA or CFA, JD a plus

  • At least five to seven years of relevant work experience

  • Advanced knowledge of the wealth planning process, topics, related services, and client servicing needs

  • Effective written and oral communication skill

  • Strong analytical skills

  • Ability to present complex data and information to clients

  • Knowledge of Microsoft Suite

  • Strong working knowledge of one of the following planning software: Naviplan, eMoney, Money Guide Pro or other Wealth Planning Tools





MoneyJobs Advice

For your privacy and protection, when applying to a job online: Never give your social security number to a prospective employer, provide credit card or bank account information, or perform any sort of monetary transaction.Learn More

By applying to a job using moneyjobs.com you are agreeing to comply with and be subject to the workinretail.com Terms and Conditions for use of our website. To use our website, you must agree with theTerms & Conditionsand both meet and comply with their provisions.
Senior Wealth Manager Apply now