Senior Vice President, Financial Advisory

Senior Vice President, Financial AdvisoryAbout the CompanyTop-tier wealth management firmIndustryFinancial ServicesTypePrivately HeldAbout the RoleThe Company is in search of a Senior Vice President for Financial Advisory. The ideal candidate will have a proven track record in managing relationships with high and ultra-high-net-worth clients, with a focus on providing holistic wealth management solutions that encompass investment, estate, tax, and financial planning. An entrepreneurial mindset and a strong client-service orientation are essential, as is experience within an RIA, private bank, or boutique wealth management firm environment. The role requires a deep understanding of equity and alternative investments, portfolio construction, and asset allocation, as well as a collaborative approach to working with internal partners and leveraging firmwide resources. This position is suited to a professional who values deep client relationships and is adept at working in a setting that combines autonomy with full institutional support. The successful candidate will have access to an integrated suite of in-house services and will be expected to spend the majority of their time on client engagement and growth. The company offers a platform designed for advisors who are committed to delivering highly customized wealth solutions to complex client households and provides the necessary infrastructure, tools, and transition support to ensure a seamless onboarding experience. A desire to grow within a firm that offers equity participation and long-term partnership potential is also a key requirement for this role.Travel PercentLess than 10%FunctionsFinance