Private Wealth Manager

We are seeking an experienced and strategic Private Wealth Manager to develop and manage a portfolio of high-value client relationships. This role is for a seasoned professional who can deliver holistic, customized financial solutions encompassing complex investment management, estate planning, tax mitigation strategies, and legacy planning. The ideal candidate is a trusted advisor who excels at deep client engagement and sophisticated financial problem-solving.

Key Responsibilities:

Client Relationship & Strategy:

Serve as the primary advisor and fiduciary for a dedicated portfolio of high-net-worth clients.

Conduct comprehensive discovery and analysis to understand clients' complex financial situations, family dynamics, and multi-generational goals.

Develop, present, and implement integrated wealth management plans that address investment management, trust and estate planning, tax efficiency, philanthropy, and risk management.

Investment Management:

Construct, implement, and oversee customized asset allocation strategies and investment portfolios.

Perform rigorous due diligence on investment vehicles, including individual securities, mutual funds, ETFs, and alternative investments.

Continuously monitor portfolio performance and asset allocation, making strategic adjustments in alignment with client objectives and market conditions.

Wealth Planning & Specialist Coordination:

Identify complex client needs that require specialized expertise (e.g., estate planning, tax law, insurance).

Lead and coordinate with a team of internal and external specialists (e.g., trust officers, CPAs, estate attorneys) to deliver a seamless client experience.

Review and analyze legal documents such as trusts, wills, and charitable foundation agreements to ensure alignment with the financial plan.