Vice President – Client Advisor

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Sanctuary Wealth

Site WebLinkedInTous les Emplois

51 - 200 employés

💸 Finance

💳 Fintech

🏢 Entreprise

💰 Convertible Note en 2022-07

Finance • Fintech • Enterprise

Sanctuary Wealth est une entreprise de services financiers qui offre une plateforme et un soutien complet aux conseillers cherchant à devenir indépendants. Elle opère à la fois comme conseiller en investissement enregistré et comme courtier-négociant, proposant une gamme de services conçus pour aider les conseillers financiers à passer des banques d'investissement traditionnelles à des pratiques indépendantes. Sanctuary Wealth se concentre sur la capacité des conseillers à offrir de meilleures expériences client et à développer leur activité grâce à l'accès à des outils propriétaires et à un vaste réseau de ressources. L'entreprise soutient les sociétés partenaires avec des solutions opérationnelles, de conformité et d'investissement, favorisant une communauté de conseillers d'élite à travers les États-Unis.

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.

🎯 Exigences

• 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.

🏖️ Avantages

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