Strategic Advisor

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Strategic Advisor
Responsibilities: Provide strategic advice for a broad array of individual, family and trust portfolio subjects. This will be accomplished in two ways: 1) in partnership with senior member of the Strategic Advisory team in support of large and geographically diverse client base and 2) individually as the Strategic Advisor for client relationships. Manage client relationships in coordination with the Private Client team, including serving as the primary relationship manager in many instances. Create and/or actively participate in the development of strategic advice for clients firm wide in coordination with the Strategic Advisory and Private Client Portfolio Management teams. Maintain active contact with known referral source relationships and prospects and proactively develop new business opportunities. Act as self-starter capable of managing long-term relationships and initiating and cultivating new client relationships. Develop opportunities with existing clients to provide additional services and manage additional assets. Coordinate presentations of the firm’s strategic advisory capabilities, including developing content and managing meetings for prospective clients and their advisors. Participate in the development of new ideas, planning and execution of Private Client business development strategies with senior management and other team members. Demonstrate and implement knowledge of strategic tax planning as well as various asset classes and investment management styles, asset allocation techniques, and investment strategies. Operate independently with a high level of direct responsibility, while maintaining strong ties to the Strategic Advisory team. Participate actively in the development and analysis of new strategies for clients. Act as self-starter capable of managing long-term relationships, and initiating and cultivating new client relationships.

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