Job Summary
The Regional Market Leader is responsible for managing intricate fiduciary relationships and acting as a subject matter expert for clients with ultra-high-net-worth. The position emphasizes business development to enhance the firm’s market footprint while working closely with internal teams to provide exceptional advisory services.
Responsibilities
- Manage complex fiduciary relationships.
- Act as a subject matter expert for ultra-high-net-worth clients.
- Drive business development initiatives to grow the firm’s market presence.
- Collaborate with internal teams to ensure high-quality advisory services are delivered.
Qualifications
- Bachelor’s degree.
- A minimum of fifteen years of relevant industry experience.
- Preferred certifications include CFP, CTFA, MBA, Juris Doctorate, or LLM in Tax.
Northwest Trustee & Management Services LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
