Wealth Management Senior Fiduciary Advisory Specialist (LO)
The candidate serves as subject matter expert in Fiduciary advice. Delivers advisory based services to clients with highly complex Wealth Management (WM) planning needs in collaboration with clients, partners and Centers of Influence. Grows & retains WM relationships by integrating fiduciary knowledge, wealth planning, investment knowledge and client acquisition skills. Acquires new high net worth client (HNW) an... read more
Regional Legal Counsel
The candidate will work closely with firm's sales operations and revenue departments to help define and construct contracts, sales agreements and revenue models. Advise firm’s business units and other organizations on contract negotiation objectives and strategy, general IP strategies and issues and/or dispute resolution with third parties. Act as a trusted advisor on legal issues to business units and all levels of firm's personnel, up to and incl...
Wealth Advisor, Private Wealth Management
Duties: Manage a portfolio of approximately 50-60 clients who are primarily Reserve, defined as clients with total investable assets > $5MM, total net worth > $15MM or individual annual client revenue of $50k or greater. Target clients should have a minimum of $5M of AUM on us and the advisor’s total portfolio revenue should generate a minimum of $3M of recurring revenue from investment assets under management. Total book revenue...