Key Family Wealth Strategist

Key Family Wealth Strategist

Requirements

• Minimum of 10 years of advisory experience with ultra-high net worth individuals, families and family offices required
• Graduate degree in business related field or equivalent experience
• Depth and breadth of knowledge of tax, investments, and estate planning strategies for uhnw families
• Excellent interpersonal and communications skills (both written and verbal) on full spectrum of client and COI profiles – from entrepreneurial business owners to C-level executives to younger generations
• Demonstrated dedicated commitment and proven track record in cultivating existing client relationships with a view toward revenue enhancement and profitability
• Recognition as a Trusted Advisor with experience working directly with high net worth or high profile individuals
• Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations

Responsibilities

• Serves as the primary point of contact for internal and external referrals for FW prospects
• Responsible for revenue growth on the relationship
• Responsible for developing, documenting and executing on comprehensive sales and service strategy for uhnw families including the next gen
• Responsible for the implementation of the targeted Family Wealth onboarding plan
• Responsible for engaging senior leadership on the relationship
• Leads the internal team and works closely with the Family Office Director to implement the client strategy
• Establishes deep trust and confidence with Family Wealth clients while to position the team as the Trusted Advisors
• Develops a deep knowledge of our Family Wealth client’s entire financial and family situation
• Develops internal and external relationships to generate new opportunities
• Participates in professional associations and events to demonstrate professional credibility and to develop and expand COI relationships
• Orchestrates and drives the overall sales process with a new prospect
• Accountable for revenue growth and sales on the relationship
• Works closely with the Family Office Director to identify and prioritize opportunities to deepen relationships
• Leads the onboarding process for new families in partnership with the Family Office Director
• Responsible for the overall execution of the client experience
• Responsible for the development and documentation of the client strategy
• Partners closely with the Family Office Director to provide the level of service clients expect from Key Family Wealth
• Responsible for retaining and deepening relationships including the development of the next generation

Preferred Qualifications

• JD, CPA, CFA, CFP or Master’s Degree
• Demonstrated new business accomplishments in ultra-high net worth market
• Prior experience as author of published industry articles
• Experience as subject-matter-expert to in-house and industry groups