Vice President – Client Advisor

🕒 May 1

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Sanctuary Wealth

WebsiteLinkedInAll Job Openings

51 - 200 employees

💸 Finance

💳 Fintech

🏢 Enterprise

💰 Convertible Note on 2022-07

Finance • Fintech • Enterprise

Sanctuary Wealth is a financial services company that provides a platform and comprehensive support for advisors seeking independence. It operates as both a registered investment adviser and broker-dealer, offering a suite of services designed to help financial advisors transition from traditional wirehouses to independent practices. Sanctuary Wealth focuses on enabling advisors to deliver better client experiences and grow their businesses through access to proprietary tools and an extensive network of resources. The company supports partner firms with operations, compliance, and investment solutions, fostering a community of elite advisors across the United States.

📋 Description

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. • Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. • Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. • Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. • Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives. • Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. • Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. • Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans. • Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. • Assist with portfolio reviews, investment analysis, and implementation recommendations. • Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors. • Build financial scenarios and planning analyses to support client decision-making. • Coordinate investment account setup, money movement, subscription documentation, and custodial requests. • Monitor client portfolios and planning action items to ensure timely execution. • Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. • Maintain accurate CRM workflows, task management systems, and client documentation. • Review operational workflows and identify opportunities to improve efficiency and scalability. • Support client reporting updates, billing coordination, custodial communications, and operational oversight. • Assist with compliance-related processes, approvals, and documentation requirements. • Participate in internal client strategy sessions and investment discussions. • Provide support across operational, administrative, and strategic firm initiatives as needed. • Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. • Support marketing efforts, client communications, and presentation development. • Help strengthen internal infrastructure and operational best practices as the firm continues to scale. • Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

🎯 Requirements

• 7+ years of experience within wealth management, private wealth advisory, family office, private banking, or an independent RIA environment. • Experience supporting or advising high-net-worth and ultra-high-net-worth clients. • Strong technical knowledge of financial planning, investments, portfolio management, cash flow analysis, estate planning concepts, and tax-aware planning. • Demonstrated ability to manage complex client relationships with professionalism and discretion. • Exceptional organizational skills and attention to detail. • Strong written and verbal communication skills. • Ability to manage multiple priorities in a fast-paced, entrepreneurial environment. • High level of emotional intelligence, professionalism, and client service orientation. • Proficiency with CRM systems, portfolio reporting platforms, custodial systems, and Microsoft Office/Google Workspace.

🏖️ Benefits

• Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO)