Senior Wealth Advisory Manager - Phoenix, Arizona United States - 20049

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Job #: 20049
Title: Senior Wealth Advisory Manager
Job Location: Phoenix, Arizona - United States
Employment Type:
Salary: $140,000.00 - $200,000.00 - US Dollars - Yearly
Employer Will Recruit From: Local
Large bank or RIA wealth management fims
Relocation Paid?: NO


VP, Senior Wealth Advisory Relationship Manager will serve the bank’s customers by providing Advisory support and guidance in the area of investment management, wealth management and trust administration as needed. 


  •  Developing, building and maintaining strong relationships with customers and customer agents (i.e. attorneys, tax advisors, etc.), and implementing strategies designed to meet customer needs and expectations
  •  Building valuable connections with potential new business referral sources and industry resources
  •  Seeking new business development opportunities, both internally and externally, and leading sales initiatives to prospective wealth management customers
  •  Overseeing and directing relationship and administrative activity within customer accounts
  •  Sustaining a working knowledge of current laws and regulations affecting the administration of Investment management and Trust accounts
  • Potential management of the Wealth team (DOE).


VP,Senior Wealth Advisory Relationship Manager will have

  • Bachelor’s degree, preferably in finance or a business-related field of study
  • High degree of competency and understanding of wealth management, investment management and trust services for high net worth individuals
  • Working knowledge of applicable tax, trust, and estate related laws
  • Five years of experience in servicing investment management, trust administration, or wealth management related customers is preferred
  • CTFA accreditation, trust certification, or other industry certifications is beneficial 
  • Understanding of trust accounting and/or related systems


University - Bachelor's Degree/3-4 Year Degree