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Senior Wealth Strategist, Director
Union Bank
San Francisco, CA, United States
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Description
Join a bank that’s as committed to your future as you are. At Union Bank, a part of Mitsubishi UFJ Financial Group (MUFG), we share a vision for our future, we share our successes, and we strive to bring out the best in each other in everything we do. Our diverse colleagues are connected by a common ambition to create change for the better – from forging more dynamic career paths, to driving progress in our communities, to continuously reshaping the standards of financial services. Positive impact starts here; see the change you can make as we strive to become the world’s most trusted financial group.
Job Summary:
Responsible for managing and executing complex wealth planning engagements in the 3 to 100 MM segment to assist affluent business owners, corporate executives, families and individuals meet their financial life goals.
Major Responsibilities:
The Senior Wealth Strategist I (SWS I) will serve as a trusted advisor and builder of long-term relationships with the Bank's affluent clientele. The SWS I will also be responsible for building and cultivating strong relationships with external centers of influence (CPAs and attorneys) and representing the Wealth Planning group in the community.
Tasks include the following:
• Participate in business development calls in conjunction with internal relationship managers.
• Develop letters of engagements that define the scope, timeline, and deliverables of custom wealth plans.
• Coordinate and effectively manage an advisory team of internal specialists and external professionals from wealth plan development through execution and monitoring for the most complex clients in the 3 to 100MM segment.
• Oversee staff in constructing wealth plans; ensure quality control and accuracy.
• Develop customized solutions in areas such as (but not limited to): Tax planning, business succession planning, equity risk management, stock option planning, investment planning, insurance planning, debt management, estate and charitable planning, and retirement planning.
Qualifications
Additional Information:
• Typically requires a Bachelor Degree in Finance or related field, with a graduate degree in finance, accounting, tax preferred.
• Some combination of CPA, CFP, or CFA certifications preferred. 10+ years (but generally 10 to 15 years) of direct work experience in sophisticated wealth planning activities required, with deep experience in tax and business succession planning preferred.
• Work experience with WealthTec, Naviplan or comparable planning software required.
• Ability to perform under tight deadlines and deliver results.
• Project management experience required.
• Must be detailed oriented with creative problem solving abilities, good interpersonal skills, and be a team player.
• High level of proficiency with MS Excel, Powerpoint, and Word.
• Directly supervises 1 to 3 employees.