Senior Wealth Strategy Director — Private Banking

TwinThread; Greenwich (CT); On-site; USD 170,000 - 285,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is looking for an experienced Wealth Strategist - Executive Director to join their U.S. Private Bank team. This role involves delivering comprehensive wealth planning resources to high-net-worth clients, advocating for the Wealth Strategy Engagement Model, and developing business opportunities with advisors.

Candidates must have significant experience in financial services, preferably with a Bachelor’s degree or relevant industry certifications. The position requires strong financial planning knowledge and excellent presentation skills. Compensation includes a competitive salary and benefits.

Qualifications

• Nine or more years of experience in financial services.
• Bachelor's degree required; MBA or financial certifications preferred.
• Series 7, 66, and Insurance licenses required.

Responsibilities

• Provide unbiased, customized wealth planning guidance.
• Work with advisors to develop business opportunities.
• Collaborate on presentation of Wealth Strategy materials.

Skills

Financial planning

Goals-based investing

Private Banking

Retirement strategies

Education

Bachelor's degree

MBA or JD or CFP or CFA

Tools

Financial planning tools

Job description

TwinThread is looking for an experienced Wealth Strategist - Executive Director to join their U.S. Private Bank team. This role involves delivering comprehensive wealth planning resources to high-net-worth clients, advocating for the Wealth Strategy Engagement Model, and developing business opportunities with advisors.

Candidates must have significant experience in financial services, preferably with a Bachelor’s degree or relevant industry certifications. The position requires strong financial planning knowledge and excellent presentation skills. Compensation includes a competitive salary and benefits.