UHNW Client Advisor VP - Private Wealth Strategy Lead

Aumni; Worcester (MA); On-site; USD 80,000 - 120,000; Full time

Job summary

TwinThread is seeking a seasoned wealth management professional to drive client relationships and deliver tailored investment solutions. Candidates should possess a Bachelor's degree and at least 7 years of experience in wealth management, showcasing strong client acquisition skills and exceptional interpersonal abilities. The candidate will also be responsible for monitoring client portfolios and ensuring compliance with regulatory standards. This role emphasizes the importance of teamwork and integrity, and is rooted in a culture valuing diversity and inclusion.

Qualifications

• Minimum of 7 years' experience in wealth management.
• Proven track record in client acquisition and stakeholder engagement.
• Exceptionally strong communication and interpersonal skills.

Responsibilities

• Cultivate long-term client relationships.
• Implement and manage bespoke investment solutions.
• Provide actionable market intelligence and portfolio reviews.
• Oversee client onboarding and relationship management.
• Ensure adherence to regulatory standards and risk management.
• Analyze client portfolios and support data-driven decisions.
• Drive commercial growth through targeted networking.

Skills

Client acquisition

Interpersonal skills

Organizational capabilities

Stakeholder engagement

Education

Bachelor's degree or equivalent

Job description

TwinThread is seeking a seasoned wealth management professional to drive client relationships and deliver tailored investment solutions. Candidates should possess a Bachelor's degree and at least 7 years of experience in wealth management, showcasing strong client acquisition skills and exceptional interpersonal abilities. The candidate will also be responsible for monitoring client portfolios and ensuring compliance with regulatory standards. This role emphasizes the importance of teamwork and integrity, and is rooted in a culture valuing diversity and inclusion.