Attorney in Dallas, TX

In-House

Dallas, TX

Attorney in Dallas, TX

Non-practicing Attorney

Min 15 yrs required

No

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SEO friendly job title: Family Office Solutions Client Specialist – Central Region

H1: Join **Members Only** as a Family Office Solutions Client Specialist

H2: About the Role

H2: Your Responsibilities

H2: Your Team

H2: Requirements and Expertise

H2: About **Members Only**

H2: Salary Information

H2: Join Our Team

H2: Disclaimer and Policy Statements

Bullet Points:
- Seeking a Family Office Solutions Client Specialist to join the cross-discipline team of experts at **Members Only**.
- Responsible for proactively engaging with advisors, clients, and prospects in the $50M+ and family office segments.
- Part of the UHNW Plus Pod structure, collaborating with subject matter experts to deliver bespoke capabilities to clients.
- Servicing the new UHNW Plus client segment, providing seamless access to differentiated products and services.
- Partnering with UHNW Plus Pod leads to deliver complex, multi-product solutions to clients.
- Coverage of advisors and clients in the respective region.
- Primary source of expertise on UHNW Solutions Group and related areas within **Members Only**.
- Understanding of product offerings in Wealth Management, Investment Bank, and Asset Management.
- Track all advisor and client engagement in USG Access Toolkit.
- Delivering complex pitches and designing custom wealth management offerings.
- Coordinating input from relevant partners and curating thought leadership.
- Diligently tracking and monitoring all client engagements.
- Minimum 15 years of experience in financial markets, private banking, and asset management.
- Experience working with sophisticated Family Office or Ultra High Net Worth clients.
- Ability to travel within respective regions and on an ad hoc basis.
- Excellent knowledge of Wealth Management products and ability to translate institutional products to the family office space.
- Proven track record working with sophisticated clients and complex investments.
- Effective communication and presentation skills, with the ability to engage at all levels.
- High level of integrity and desire to work in a collaborative environment.
- Expertise in related regulations, compliance policies, and guidelines.
- Relevant FINRA registrations and Bachelor's degree or higher.
- Designations such as CPA, JD, CFA, CFP, MBA, or CAIA are desired but not required.
- Fluency in Spanish or Mandarin is a plus.
- **Members Only** is the world's largest and only truly global wealth manager, operating through four business divisions.
- Presence in all major financial centers in over 50 countries.
- Flexible working arrangements available.
- Equal Opportunity Employer, embracing diversity and empowering individuals within the workforce.
- Apply now to join the **Members Only** team.