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.
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.
