Attorney in Cincinnati, OH

In-House

Cincinnati, OH

Attorney in Cincinnati, OH

Non-practicing Attorney

Min 10 yrs required

No

Job Title: Key Family Wealth Strategist

Job Responsibilities:
- Serve as a senior advisor exclusively working with ultra-high net worth (UHNW) families with a net worth exceeding $25MM.
- Act as the primary point of contact for internal and external referrals for Family Wealth (FW) prospects.
- Command the Family Wealth value proposition and family office capabilities.
- Responsible for revenue growth on the relationship.
- Develop, document, and execute comprehensive sales and service strategies for UHNW families, including the next generation.
- Implement the targeted Family Wealth onboarding plan.
- Engage senior leadership on the relationship.
- Lead the internal team and collaborate closely with the Family Office Director to implement client strategies.
- Maintain knowledge of strengths and weaknesses, product offerings, and pricing of the competition, acting as a savvy competitor.

Essential Job Functions:
Advisory:
- Serve as a senior-level advisor with significant depth, breadth, and experience, effectively acting as the lead advisor for large and complex UHNW families.
- Establish deep trust and confidence with Family Wealth clients to position the team as Trusted Advisors.
- Develop an in-depth understanding of Family Wealth clients’ entire financial and family situations.

Sales:
- Serve as the primary point of contact for new referrals.
- Develop internal and external relationships to generate new opportunities.
- Participate in professional associations and events to demonstrate professional credibility and expand centers of influence (COI) relationships.
- Orchestrate and drive the overall sales process with new prospects.
- Accountable for revenue growth and sales on the relationship.
- Work closely with the Family Office Director to identify and prioritize opportunities to deepen relationships.
- Lead the onboarding process for new families in partnership with the Family Office Director.

Client Service and Retention:
- Responsible for the overall execution of the client experience.
- Develop and document client strategies.
- Partner closely with the Family Office Director to provide the level of service clients expect from Family Wealth.
- Responsible for retaining and deepening relationships, including the development of the next generation.

Education and Experience Information:
Required Qualifications:
- Minimum of 10 years of advisory experience with ultra-high net worth individuals, families, and family offices.
- Graduate degree in a business-related field or equivalent experience.
- Depth and breadth of knowledge of tax, investments, and estate planning strategies for UHNW families.
- Excellent interpersonal and communication skills (both written and verbal) for a 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.

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

Equipment Used/Physical Requirements:
- Proficiency in Microsoft Office products and other computer applications and software (Word and Excel).
- Standard office equipment.

Training Required:
- On-the-job training and as required to maintain licenses and certifications.

Salary Information:
Not explicitly provided in the text.

Company is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing ****.