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Senior Wealth Strategist / Director
Union Bank
San Francisco, CA, United States
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Responsible for managing and executing complex wealth planning engagements in the 3 to 10 MM segment to assist affluent business owners, corporate executives, families and individuals meet their financial life goals. 3-10 MM segment is complex, but not as broad or diverse as 10-25 MM segment.
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 10MM 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
• 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.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.