As Directors of Wealth Management, we deliver wealth management services to the clients. It is our job to assist clients in defining goals and objectives, setting asset allocation policy, and selecting investment portfolios. We also perform client service activities. Integrating wealth management marketing into the firm’s existing campaigns is our job. We educate and train the firm’s staff about wealth management. We develop goals for market penetration, assets under management, and client retention. We review and analyze documents including estate plans, partnership, and shareholder agreements. Designing and implementing wealth planning strategies is a part of our job. We provide technical guidance to support the planning process.
Core tasks:
- lead meetings, generate planning materials to circulate to clients
- conduct firm-wide training
- act as the point person for all advisor and team requests
- work with senior stakeholders in the clients' business
- advise clients performance improvement opportunities
- develop solutions to address mission-critical problems