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.
