Manager, UHNW Services

Job description

Who You’ll Work With: We are seeking entrepreneurial-minded individuals to join our Ultra-High Net Worth (UHNW) service team in our Nashville headquarters. UHNW Private Wealth Managers will work in client-facing roles supporting our most complex clients domestically & internationally. This role will require candidates to build upon their current skillset and provide unparalleled immersion into all aspects of the UHNW segment of the industry. This team offers an exciting and challenging opportunity to be a part of the build-out of a core strategic initiative that will frequently expose you to senior leadership, UHNW Advisors & clients from all backgrounds, such as athletes, entertainers, tech entrepreneurs and CEOs. This team seeks to provide our clients an unparalleled service level that you will be integral in delivering. Along the way, you’ll be exposed to all areas of the client advice experience, including asset allocation advice, portfolio analytics, Trust & Estate Planning, Retirement Planning, insurance and executive compensation. What You’ll Do: We are seeking a manager to join our UHNW Servicing Team. This position is responsible for helping manage aspects of the sales sup...