Director, Family Office Solutions
Miami, Florida, United States of America
Full Time
2 weeks ago
Visa Sponsor
Key skills
Communication
About this role
Role Overview
- Cultivate and manage relationships with Ultra-High Net Worth (UHNW) clients
- Develop referrals and leads from internal and external sources
- Partner with a team of experts to implement wealth management strategies
- Review accounts to enhance client relationships
- Contribute to organic growth by sourcing new relationships
- Ensure smooth delivery of services and communicate emerging client needs
- Incorporate digital solutions to enhance client experience
Requirements
- Extensive and specialized understanding of wealth management principles
- 7-10 years of industry experience
- Strong relationship management capabilities
- Communication skills to translate technical concepts
- Degree or equivalent in a relevant field
- MBA or post-graduate degree preferred
- CFP, CPA, CFA, CTFA, CFM certificate preferred
- Series 7 and 63
Benefits
- Reasonable accommodations for individuals with disabilities
- Flexible and collaborative work culture
- Encouragement for movement within the organization
- Commitment to assisting communities