UHNW Wealth Advisor - Executive Director

Aumni; Worcester (MA); On-site; USD 120,000 - 180,000; Full time

Job summary

TwinThread in Worcester, Massachusetts, is seeking a seasoned professional for a wealth management role. The candidate will focus on developing client relationships, providing strategic insights, and ensuring compliance with regulations while collaborating with cross-functional teams.

The ideal candidate will have at least 12 years of experience in wealth management, strong communication skills, and a collaborative spirit. This position emphasizes client engagement and driving business growth through holistic wealth management solutions.

Qualifications

• Minimum of 12 years’ experience in wealth management.
• Proven expertise in client and stakeholder management.
• Strong communication skills and ability to influence.

Responsibilities

• Develop and manage long-term client relationships.
• Provide clients with strategic market insights.
• Monitor client portfolios and revenue performance.

Skills

Client management

Communication skills

Organization

Team collaboration

Education

Bachelor’s degree or equivalent

Job description

TwinThread in Worcester, Massachusetts, is seeking a seasoned professional for a wealth management role. The candidate will focus on developing client relationships, providing strategic insights, and ensuring compliance with regulations while collaborating with cross-functional teams.

The ideal candidate will have at least 12 years of experience in wealth management, strong communication skills, and a collaborative spirit. This position emphasizes client engagement and driving business growth through holistic wealth management solutions.