The Regional Market Leader will administer complex fiduciary relationships and serve as a subject-matter expert for ultra-high-net-worth clients. Additionally, the role focuses on business development, expanding the firm’s market presence, and collaborating with internal teams to deliver high-touch advisory services. Candidates must possess a bachelor’s degree and at least fifteen years of relevant experience. Preferred qualifications include professional certifications such as CFP, CTFA, MBA, Juris Doctorate, or LLM in Tax.
Regional Market Leader and Senior Relationship Officer
Seattle, Washington, 98101
Full Time
Hybrid
supports..pdf, .doc, .docx, or .txt file


