Senior Wealth Advisor

Jobtailor

Cleveland (OH)

On-site

USD 120,000 - 210,000

Full time

3 days ago

Be an early applicant

Application generator

Get a reply from this employer — a resume and cover letter tailored to exactly what they’re hiring for.

Get past ATS filters

Job summary

Croghan Wealth Management in Ohio seeks a senior relationship manager to lead complex fiduciary-rich client partnerships, providing estate planning, tax-aware coordination, and wealth-transfer advice for multi-generational families.

You will mentor wealth advisors, develop referral networks, and steer strategic planning with attorneys and CPAs, while ensuring regulatory compliance and high-quality decision-making.

Qualifications

Eight to ten+ years of progressive wealth-management experience.
Demonstrated success managing complex client relationships under fiduciary, planning, investment, and regulatory constraints.
Advanced technical competence across wealth-management disciplines.

Responsibilities

Lead senior client conversations involving estate planning, wealth transfer, fiduciary obligations, liquidity needs, and tax-aware coordination.
Develop relationship strategies across family members, trusts, investment accounts, fiduciary structures, and outside advisors.
Mentor Wealth Advisors and other client-facing professionals while contributing to standards and governance.

Skills

Wealth Management

Estate Planning

Fiduciary Services

Client Relationship Management

Business Development

Education

Bachelor’s degree in finance or related field

Job description

Lead larger, more complex, higher-risk, multi-generational, business-owner, executive, concentrated-asset, charitable, sensitive, or strategically important relationships
Serve as the senior relationship presence for complex, retention-sensitive, fiduciary-sensitive, planning-complex, tax-sensitive, family-dynamic, or reputationally exposed matters
Develop relationship strategies across family members, entities, trusts, investment accounts, fiduciary structures, banking relationships, business interests, outside advisors, and next-generation stakeholders
Lead sophisticated client and professional-advisor conversations involving estate planning, wealth transfer, fiduciary obligations, liquidity needs, portfolio strategy, tax-aware coordination, retirement income, business succession, charitable planning, incapacity, family governance, and beneficiary matters
Apply advanced fiduciary judgment to governing documents, discretionary decisions, conflicts, beneficiary issues, complex distributions, unusual assets, account acceptance, account reviews, policy exceptions, and documentation requirements
Coordinate legal, tax, compliance, committee, executive, investment, or fiduciary specialist reviews when required
Provide senior-level planning and investment judgment, including portfolio construction review, risk assessment, cash-flow needs, concentrated positions, liquidity issues, tax considerations, and implementation tradeoffs
Exercise higher delegated authority where approved by bank policy and governance processes
Originate, lead, and convert significant new relationships
Develop referral relationships with attorneys, CPAs, business advisors, commercial bankers, community leaders, and other centers of influence
Represent Croghan through professional, community, educational, and client-facing activities
Mentor Wealth Advisors, Associate Wealth Advisors, and other client-facing or support professionals
Contribute to standards for client reviews, planning quality, relationship segmentation, documentation, fiduciary escalation, client communication, business development, and professional development
Participate in fiduciary, investment, account-acceptance, risk, audit, regulatory, policy, or governance work as assigned
Identify process weaknesses, client-experience gaps, training needs, technology limitations, risk trends, and growth opportunities and recommend improvements

Requirements

Bachelor’s degree in finance, business, accounting, economics, financial planning, law, taxation, or a related discipline preferred, or equivalent relevant experience
Eight to ten or more years of progressive experience in wealth management, RIA advisory work, financial planning, tax planning, estate planning, trust administration, fiduciary services, investment management, private banking, law, accounting, or a related discipline
Demonstrated success independently managing complex client relationships and making high-quality decisions under fiduciary, planning, investment, service, documentation, regulatory, and reputational constraints
Advanced technical competence across multiple wealth-management disciplines
Judgment to recognize when specialist, legal, tax, compliance, committee, or executive involvement is required
CFP and/or CPA strongly preferred for senior candidates
JD, CTFA, CPWA, CIMA, CFA, AEP, or comparable role-relevant credentials highly valued depending on experience and assigned responsibilities
Demonstrated ability to develop business, cultivate referral sources, lead major prospect opportunities, mentor others, influence without relying solely on title, and raise team decision-making quality
Securities licensing is not required for the core role unless Croghan separately assigns licensed activity through approved channels
Advanced planning-oriented professional with strong client relationship instincts and credible technical judgment
Ability to lead relationship-based, fiduciary, planning-oriented business development rather than transactional sales
Credibility with attorneys, CPAs, business owners, executives, multi-generational families, bankers, and community leaders
Willingness to mentor others, share expertise, build team standards, and institutionalize client relationships
Ability to travel to the Main Office in Fremont, Ohio, or other physical Croghan locations as needed

Core Competencies

Demonstrates advanced fiduciary judgment and technical competence in wealth management, estate planning, and financial planning. Proven ability to lead complex client relationships, develop business strategies, and mentor professionals while ensuring compliance and high-quality decision-making.

Highest-signal resume keywords