W

Waldron Private Wealth

Boutique wealth management for families

Multi-Family Office Strategist

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBridgeville, PA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in finance or a related field is required.
  • At least five years of wealth management and investment-related experience is required.
  • At least three years of progressive experience working with Family Office and Ultra-High-Net-Worth client families with $50 million or more in investable assets is required.
  • A CFP, CFA, CPA, JD, or another approved advanced credential is required.
  • Eligibility for Investment Adviser Representative registration is required within three months of the start date, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66.

Responsibilities

  • Facilitate all client-service responsibilities for Ultra-High-Net-Worth and Multi-Family Office clients.
  • Support the client-service team in facilitating wealth planning for Ultra-High-Net-Worth and Multi-Family Office clients and complex clients by assisting with internal and external service execution, preparing materials, and coordinating meetings that showcase the firm's value propositions for complex wealth advisory needs.
  • Champion, manage, evaluate, and innovate the technology stack used by the Wealth Planning team to improve efficiencies and solutions for Ultra-High-Net-Worth and Multi-Family Office clients.
  • Support prospecting and onboarding for Ultra-High-Net-Worth and Multi-Family Office clients and other complex clients through research, data management, and management of client information systems.
  • Assist in managing the internal process for prospective Ultra-High-Net-Worth and Multi-Family Office clients and other complex clients by gathering documentation and following up on action items.
  • Ensure the accuracy and quality of work concerning family relationships for assigned Ultra-High-Net-Worth and Multi-Family Office clients and other complex clients.
  • Run the internal Gather, Analyze, Present process for prospective Ultra-High-Net-Worth and Multi-Family Office clients to prepare the closing team to demonstrate the firm's value, overseeing related deliverables.
  • Support the development of content, communications, and training for firm members on Wealth Planning offerings and updates, ensuring materials are current and appropriately distributed.
  • Support Wealth Planning team members in compliance, workflow, and efficiency, including updating workflow documents, monitoring deadlines, and reporting progress to management.
  • Assist the Director of Wealth Planning in identifying and executing strategic wealth-planning initiatives and projects aligned with client and firm goals; handle assigned tasks and coordinate with relevant departments.
  • Identify and recommend improvements to current services and vendors by gathering feedback, tracking usage data, and compiling reports on service efficiencies.
  • Serve as a point of contact for inquiries about Wealth Planning offerings and processes, directing complex questions to senior team members or subject-matter experts as needed.

Desired Qualifications

  • Seven years of wealth management and investment-related experience is preferred.
  • Five years of progressive experience working with Family Office and Ultra-High-Net-Worth client families with $50 million or more in investable assets is preferred.

About the Company

Waldron Private Wealth

Boutique wealth management for families

Waldron Private Wealth provides tailored wealth management for a select group of high-net-worth individuals, families, and family offices. It offers a 360° view by coordinating investments with taxes, trusts, income types, and distributions to simplify the complexities of their finances. For each client, it builds a dedicated team of credentialed experts, including Certified Financial Planners, CPAs, and CFAs, to tailor strategies to the client's circumstances. Its differentiators are a selective client base, a team-based advisory model, and a focus on simplifying wealth management to help clients coordinate all aspects of their financial picture and achieve coordinated, long-term goals.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Bridgeville, PA
Founded
1995

Recently Posted Jobs

Explore more opportunities at Waldron Private Wealth

See more jobs