Senior Director, Wealth Advisor

We're seeking a future team member for the role of Senior Director, Wealth Advisor to join our Wealth Management team. This role is located in San Francisco, CA.

In this role, you'll make an impact in the following ways:

• Serve as the lead relationship manager and primary point of contact for ultra-high net worth client relationships.
• Drive face-to-face client meetings, prospecting efforts, and new business development to grow the client base.
• Oversee the team coverage model, ensuring appropriate specialists are engaged for each relationship to deliver comprehensive solutions.
• Develop and execute client strategies across wealth advisory, financial planning, banking, trust, and other related solutions.
• Deliver active wealth management services, including preparation of balance sheets and execution of wealth projects tailored to client needs.