Senior Vice President of Client Relations

Senior Vice President of Client Relations About the Company Nationally recognized independent investment advisory firm. Industry Investment Management Type Privately Held About the Role The Company is on the lookout for an SVP of Client Relations to become a pivotal part of our team. In this role, you will serve as the primary relationship manager for affluent and ultra-high-net-worth clients, providing them with comprehensive wealth strategies that cover investments, estate planning, tax efficiency, and risk management. You will have the opportunity to leverage family office resources and collaborate with internal teams to ensure an outstanding client experience. Your role will also focus on driving organic growth by deepening client relationships and generating valuable referrals. The successful candidate will bring more than 10 years of experience in wealth advisory, with a strong preference for those holding a CFP® designation. A background in planning and investment is vital, as is the ability to integrate tax and estate strategies seamlessly. This is a fantastic opportunity to work with a firm that blends the personalized service of a boutique with the robust infrastructure of a family office. Here, you will have the ability to deliver holistic solutions tailored to high-net-worth and ultra-high-net-worth clients. We seek an individual with an entrepreneurial, growth-oriented mindset and a proven track record of establishing trusted client relationships. Our firm operates independently and is employee-owned, ensuring complete fiduciary alignment and eliminating product conflicts. We pride ourselves on our long-standing, collaborative advisor culture and offer long-term career growth opportunities, including equity options. This position is available at multiple offices nationwide, and we offer hybrid and remote flexibility. Travel Percent Less than 10% Functions Finance Strategy