Senior Wealth Strategist

Carr, Riggs & Ingram; Dallas (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

21 PTO days

9 paid holidays

Medical insurance (BCBS)

401(k) retirement plan

Job summary

Preferred Legacy National Trust Bank is seeking a Senior Wealth Strategist to serve high-net-worth clients as a family strategist, focusing on trusts and estate administration. You will generate new business through partnerships across the family of companies and assist the Portfolio Manager with investment objectives for client portfolios.

You will be the primary relationship manager for existing clients, reporting to the CEO & Vice-Chairman, and work with cross-functional teams to ensure

Qualifications

• Bachelor's degree or equivalent experience.
• CPA, JD, or CTFA preferred.
• Ability to read and interpret business materials.
• Ability to advise on complex estate structures.
• Excellent written and verbal communication.

Responsibilities

• Prospect and sell new client relationships.
• Manage high-net-worth client relationships.
• Consult on HNW client planning needs and implementation.
• Monitor compliance with trust documents.
• Direct administration of estate accounts.
• Collaborate with local professionals on trust matters.
• Refer new business within the family of companies.
• Provide excellent customer service to a diverse client base.
• Work with wealth trust team to attain departmental goals.
• Maintain trust files via supervision of staff.
• Follow up on client issues and needs.
• Grow client revenue as a team effort.
• Adhere to compliance standards (USA Patriot Act, AML).
• Communicate clearly and professionally.
• Work independently with minimal supervision.

Skills

Strong communication

Negotiation

Analytical thinking

Estate planning knowledge

Report writing

Presentation skills

Time management

Education

Bachelor's degree

CPA

JD

CTFA

Job description

SENIOR WEALTH STRATEGIST

This position may work from our Nashville, Dallas, Summerville, or Sarasota locations.

The Preferred Legacy National Trust Bank is a federally chartered trust institution providing comprehensive fiduciary, wealth management, and family office services to high-net-worth individuals and families. With a highly personalized and client-focused approach, the Bank delivers integrated solutions across trust and estate administration, retirement and custodial services, and financial oversight. We collaborate closely with clients and their advisors to ensure seamless execution of complex planning strategies, with a focus on preserving and transferring wealth across generations.

Position Overview

The Senior Wealth Strategist will serve high net worth clients as the family strategist to include trusts and estate administration. This position is responsible generating new business by establishing and maintaining partnerships within the family of companies that foster referrals and teamwork, and will assist the Portfolio Manager in setting investment objectives client portfolios. The Senior Wealth Strategist is the primary point of contact and relationship manager for the established clients in their portfolio. This position reports directly to the CEO & Vice-Chairman.

Essential Functions

• Participate prospecting and the sale process of new client relationships.
• Manage HNW client relationships
• Work with the clients advisory team to consult on HNW client planning needs and implementation
• Monitor compliance with trust documents.
• Direct the administration of department estate accounts.
• Work with local professionals on trust and estate matters.
• Refer new business within the family of companies.
• Provide excellent customer service to a diverse customer base.
• Function as part of the wealth trust team, interacting with other members of the trust department to attain departmental goals.
• Direct the Administrator to maintain trust files.
• Provide clear and consistent follow-up as needed on all client issues and needs.
• Work as a team to solve client issues and grow client revenue.
• Adhere to all compliance standards including but not limited to the USA Patriot Act and the Anti-Money Laundering Program.
• Excellent communication skills.
• Ability to maintain a positive and professional work environment.
• Ability to work independently with little supervision when needed and able to manage multiple tasks.
• Must be motivated to excel.

Qualifications

• Bachelor's degree (B.A.) from a four-year college or university; or two years or more of related experience and/or training; or equivalent combination of education and experience.
• CPA, JD, or CTFA preferred; no certificates, licenses, or registrations required.
• Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or government regulations.
• Ability to advise on complex estate structures
• Ability to write reports, business correspondence, and procedure manuals.
• Ability to effectively present information and respond to questions from groups of managers, clients, and the general public.
• Strong negotiation skills with the ability to overcome client objections.
• Ability to define problems, collect data, establish facts, and draw valid conclusions.

Applicants must be authorized to work in the U.S. without the need for employment-based visa sponsorship now or in the future. CRI will not sponsor applicants for U.S. work visa status for this position or future positions (no sponsorship is available for H-1B, L-1, TN, O-1, E-3, H-1B1, F-1, J-1, OPT, CPT or any other employment-based visa).

Preferred Legacy Trust offers a generous benefits package that includes 21 PTO days, 9 paid holidays, and company-paid long-term disability and life insurance. Employees also have access to Blue Cross Blue Shield medical insurance, as well as dental, vision, and short-term disability coverage. Additional benefits include parental leave, flexible spending accounts, and a 401(k) retirement plan.