Senior Private Wealth Strategist — Client Growth & Strategy

Simmons Bank; Franklin (TN); On-site; USD 95,000 - 130,000; Full time

Job summary

Simmons Bank is seeking a Private Wealth Administrator to oversee the administration of Private Wealth accounts and collaborate with clients, their advisors, and the account’s portfolio manager. The role emphasizes maintaining strong client relationships and accurate reporting.

The position requires a BS/BA degree or 6+ years of wealth management experience, plus knowledge in investments, estate planning, and financial reports. Proficiency in MS Word, Excel, and Outlook is expected.

Qualifications

• Bachelor's degree or 6+ years wealth management experience.
• Specialized training related to investments/estate planning is helpful.

Responsibilities

• Maintains a high level of contact with major client relationships.
• Administers assigned accounts with portfolio managers to ensure appropriate asset allocations and review frequency.
• Collaborates with bankers, legal, and accounting professionals to develop new trust and investment management clients.
• Ensures provision of required accountings to necessary parties.

Skills

Communication skills

Problem solving

Time management

Education

BS/BA Degree

Tools

MS Word

Excel

Outlook

Job description

Simmons Bank is seeking a Private Wealth Administrator to oversee the administration of Private Wealth accounts and collaborate with clients, their advisors, and the account’s portfolio manager. The role emphasizes maintaining strong client relationships and accurate reporting.

The position requires a BS/BA degree or 6+ years of wealth management experience, plus knowledge in investments, estate planning, and financial reports. Proficiency in MS Word, Excel, and Outlook is expected.