Senior Wealth Manager - UHNW Client Relations

Aspiriant; Mountain View (CA); Hybrid; USD 150,000 - 240,000; Full time

Benefits offered by this job

Health insurance

401(k) with company match

Bonus program

Hybrid work

Education assistance

Job summary

Aspiriant seeks a Manager – Wealth Management to build and maintain relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments and foundations. You will deliver tailored wealth plans, coordinate with external advisors, and lead client service efforts with a focus on high-touch outcomes.

The ideal candidate combines deep wealth management expertise with strong communication, collaboration, and leadership abilities, and thrives in a

Qualifications

• Bachelor’s degree required; CPA designation highly desirable.
• Minimum 4 years’ experience in financial planning and minimum 2 years actively managing client engagements.
• Experience in comprehensive personal financial planning and wealth management.

Responsibilities

• Manage day-to-day aspects of client engagements and participate in service teams.
• Deliver tailored financial plans, investment reviews, and scenario analyses.
• Coordinate with tax, legal and outside advisors to align planning strategies.
• Prepare meeting materials, agendas, and PowerPoint presentations.
• Develop and execute strategies for clients’ over- or under-capitalized needs.
• Review tax returns and estate planning documents for insights.

Skills

Analytical skills

Project management

Communication skills

Detail-oriented

Self-starter

Team player

Confidentiality

Education

Bachelor’s degree

Graduate degree / CPA desirable

Tools

Microsoft Office

Adobe Acrobat

Salesforce

Job description

Aspiriant seeks a Manager – Wealth Management to build and maintain relationships with ultra-high-net-worth individuals, family offices, corporate executives, business owners, endowments and foundations. You will deliver tailored wealth plans, coordinate with external advisors, and lead client service efforts with a focus on high-touch outcomes.

The ideal candidate combines deep wealth management expertise with strong communication, collaboration, and leadership abilities, and thrives in a