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Sanctuary Wealth

Partnered Independence℠

Vice President – Client Advisor

Vice PresidentVice PresidentFull TimeRemoteLeadTeam 51-200H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

26 days ago

Salary

$115K - $135K / year

Seniority

Lead

Bachelor Degree7 yrs expEnglish

Job Description

Vice President – Client Advisor

Sanctuary Wealth

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families. • Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion. • Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions. • Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs. • Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives. • Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists. • Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials. • Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans. • Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities. • Assist with portfolio reviews, investment analysis, and implementation recommendations. • Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors. • Build financial scenarios and planning analyses to support client decision-making. • Coordinate investment account setup, money movement, subscription documentation, and custodial requests. • Monitor client portfolios and planning action items to ensure timely execution. • Assist in managing daily operations of the advisory team and contribute to process optimization initiatives. • Maintain accurate CRM workflows, task management systems, and client documentation. • Review operational workflows and identify opportunities to improve efficiency and scalability. • Support client reporting updates, billing coordination, custodial communications, and operational oversight. • Assist with compliance-related processes, approvals, and documentation requirements. • Participate in internal client strategy sessions and investment discussions. • Provide support across operational, administrative, and strategic firm initiatives as needed. • Contribute to the continuous improvement of firm processes, policies, and client experience initiatives. • Support marketing efforts, client communications, and presentation development. • Help strengthen internal infrastructure and operational best practices as the firm continues to scale. • Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

Job Requirements

  • 7+ years of experience within wealth management, private wealth advisory, family office, private banking, or an independent RIA environment.
  • Experience supporting or advising high-net-worth and ultra-high-net-worth clients.
  • Strong technical knowledge of financial planning, investments, portfolio management, cash flow analysis, estate planning concepts, and tax-aware planning.
  • Demonstrated ability to manage complex client relationships with professionalism and discretion.
  • Exceptional organizational skills and attention to detail.
  • Strong written and verbal communication skills.
  • Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
  • High level of emotional intelligence, professionalism, and client service orientation.
  • Proficiency with CRM systems, portfolio reporting platforms, custodial systems, and Microsoft Office/Google Workspace.

Benefits

  • Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO)

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