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Waldron Private Wealth

Boutique wealth management for families

Multi-Family Office Strategist

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

About the Job

Requirements

  • A bachelor's degree in finance or a related field is required.
  • A minimum of five years of wealth management and investment-related experience is required.
  • A minimum of three years of progressive experience working with Family Office and Ultra High Net Worth (UHNW) client families with $50 million or more in investable assets is required.
  • Passing the CFP®, CFA, CPA, JD, or another approved advanced credential is required.
  • Investment Adviser Representative registration eligibility 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 services, preparing materials, and coordinating meetings to showcase the firm's value propositions for complex wealth advisory needs.
  • Manage, evaluate, and improve the Wealth Planning team's technology stack to increase efficiency and develop solutions for Ultra-High-Net-Worth and Multi-Family Office clients.
  • Support prospecting and onboarding of Ultra-High-Net-Worth and Multi-Family Office clients and other complex clients through research, data management, and management of client information systems.
  • Assist with internal processes 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 for assigned Ultra-High-Net-Worth and Multi-Family Office clients and other complex client family relationships.
  • 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.
  • Develop content, communications, and training for firm members on wealth planning offerings and updates, keeping materials current and appropriately distributed.
  • Support Wealth Planning team members with compliance, workflow, and efficiency by 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 service-efficiency reports.
  • Serve as a point of contact for inquiries about wealth planning offerings and processes, redirecting 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 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

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