Senior VP Client Advisor – Private Wealth & Family Office

Whittier Trust Company; Reno (OH); On-site; USD 130,000 - 220,000; Full time

Benefits offered by this job

Performance bonus

Medical, dental, vision, life insurance

401(k) with company match

Job summary

A financial services firm located in Ohio is seeking an experienced professional with 10-15 years of experience in wealth management. The ideal candidate will possess strong client service skills and a track record in new business development. Responsibilities include managing legal documents related to trusts and coordinating with various company departments. The position offers a competitive salary ranging from $130,000 to $220,000, alongside benefits like performance bonuses and a robust retirement plan.

Qualifications

• Minimum ten‑fifteen years’ experience in a similar role with a successful track record in new business development.
• Established network of legal, accounting and insurance professionals in the area.
• Successful experience in a supervisory role.

Responsibilities

• Require working knowledge of legal documents in trusts, estate planning, and finance.
• Coordinate closely with other company departments regarding client matters.
• Supervise and instruct others in account opening and closing processes.

Skills

Client service focus

Effective verbal and written communication skills

Highly organized with good time-management skills

Education

Bachelor’s degree from an accredited 4‑year university

Industry certification – CTFA, CFP, CFA, CPA

Advanced degree preferred – JD, MBA

Job description

A financial services firm located in Ohio is seeking an experienced professional with 10-15 years of experience in wealth management. The ideal candidate will possess strong client service skills and a track record in new business development. Responsibilities include managing legal documents related to trusts and coordinating with various company departments. The position offers a competitive salary ranging from $130,000 to $220,000, alongside benefits like performance bonuses and a robust retirement plan.