UHNW Wealth Advisor and Strategic Client Leader (VP)

Aumni; Worcester (MA); On-site; USD 90,000 - 150,000; Full time

Job summary

TwinThread is seeking an experienced professional in wealth management to develop client relationships and provide customized investment solutions. With a focus on client acquisition and stakeholder engagement, the successful candidate will collaborate with internal teams and serve as a strategic advisor. Requirements include a Bachelor's degree and a minimum of 7 years in the field. The position offers an opportunity to work in a diverse and inclusive environment, contributing to the firm's success.

Qualifications

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

Responsibilities

• Develop and strengthen client relationships in wealth management.
• Collaborate to manage customized investment solutions.
• Serve as a strategic advisor with market insights.

Skills

Wealth management experience

Client acquisition

Stakeholder engagement

Communication skills

Organizational skills

Team collaboration

Education

Bachelor's degree

Job description

TwinThread is seeking an experienced professional in wealth management to develop client relationships and provide customized investment solutions. With a focus on client acquisition and stakeholder engagement, the successful candidate will collaborate with internal teams and serve as a strategic advisor. Requirements include a Bachelor's degree and a minimum of 7 years in the field. The position offers an opportunity to work in a diverse and inclusive environment, contributing to the firm's success.