Job Title: Wealth Management Director
Location: Remote
Company: Sun Harbor Advisors LLC
Job Type: Full-Time
Salary: Competitive, with performance-based bonuses
Our Company is looking for a seasoned Wealth Management Director to lead and expand our wealth management division. In this executive role, you will be responsible for managing client relationships, overseeing the development and execution of wealth management strategies, and driving business growth. The Wealth Management Director will provide leadership to the wealth advisory team and work closely with high-net-worth individuals and families to design and implement personalized financial strategies, including investments, estate planning, tax planning, and risk management.
This is a key leadership position for a results-driven professional with deep expertise in wealth management and a passion for delivering exceptional client service.
Key Responsibilities
- Team Leadership:
- Lead, mentor, and manage a team of wealth advisors, investment strategists, and client relations professionals.
- Set clear goals and objectives for the wealth management team, driving performance and accountability.
- Client Relationship Management:
- Develop and maintain relationships with high-net-worth clients, ensuring their financial needs and goals are consistently met through personalized wealth management solutions.
- Act as a trusted advisor to clients, providing expert advice on complex financial issues, including retirement planning, estate planning, and investment strategies.
- Business Development:
- Drive business growth by acquiring new clients and expanding services to existing clients.
- Lead marketing and client acquisition efforts to enhance the company’s visibility and reputation in the wealth management sector.
- Wealth Management Strategy:
- Oversee the design and implementation of customized wealth management strategies that include investment portfolios, asset allocation, tax optimization, and estate planning.
- Continuously assess market conditions, economic trends, and client needs to adjust strategies and deliver optimal results.
- Collaboration and Client Solutions:
- Collaborate with internal teams, including tax advisors, estate planners, and investment analysts, to deliver comprehensive and integrated financial solutions.
- Regularly review and update client portfolios to reflect changes in financial goals, risk tolerance, and market conditions.
- Compliance and Risk Management:
- Ensure that all client interactions and wealth management activities comply with relevant regulations and company policies.
- Maintain a high level of fiduciary responsibility and protect the interests of clients and the firm.
Skills and Qualifications
- Educational Background:
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Advanced degrees (MBA, MSF) or professional certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Wealth Strategist (CWS) are highly preferred.
- Experience:
- Minimum of 8-10 years of experience in wealth management, with a proven track record of working with high-net-worth clients.
- Experience in a leadership or management role, overseeing wealth advisory teams and driving business growth.
- Technical Skills:
- Strong knowledge of wealth management tools, financial planning software, and investment platforms.
- In-depth understanding of tax planning, estate planning, investment strategies, and risk management.
- Core Competencies:
- Exceptional leadership and team-building skills, with the ability to motivate and manage a high-performance team.
- Strong client relationship management skills, with the ability to deliver high-level service and maintain long-term client relationships.
- Strategic thinker with excellent problem-solving and analytical skills.
- Strong communication and presentation skills, with the ability to articulate complex financial concepts to clients in a clear and accessible manner.
Benefits of Working with Sun Harbor Advisors LLC
At Sun Harbor Advisors LLC, we offer a supportive and collaborative environment where you can thrive in your role as a Wealth Management Director. Our comprehensive benefits include:
- Competitive Compensation: Attractive base salary, along with performance-based bonuses and incentives.
- Comprehensive Benefits: Health, dental, and vision insurance, as well as a 401(k) retirement savings plan.
- Flexibility: Remote work opportunities that allow you to manage both personal and professional life effectively.
- Professional Development: Ongoing opportunities for education, certification, and attending industry conferences to stay ahead in wealth management trends.
- Leadership Impact: The ability to lead a team, shape company strategies, and directly influence the growth of the wealth management division.
How to Apply
If you are an experienced Wealth Management Director with a passion for leadership, financial planning, and delivering superior client service, we invite you to apply. Please submit your resume, along with a cover letter detailing your experience and why you’re the right fit for this role.
Equal Employment Opportunity
At Sun Harbor Advisors LLC, we are committed to creating a diverse and inclusive work environment. We are proud to be an Equal Opportunity Employer and welcome applicants of all backgrounds. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, age, disability, or veteran status.
