Senior Wealth Manager

Senior Wealth Manager – Private Wealth / Family Office

On-Site 4x a week – Salt Lake City, UT

A rapidly growing independent wealth management firm is seeking an experienced Senior Wealth Manager to join its Private Wealth team. This role focuses on delivering sophisticated wealth management solutions to ultra-high-net-worth individuals and family office clients, with particular emphasis on tax, estate, and trust planning.

The ideal candidate brings deep expertise in financial planning, investment oversight, estate strategies, and multi-generational wealth planning, along with a proven ability to build and maintain long-term client relationships.

Key Responsibilities

Client Relationship Management

• Serve as the primary advisor for high-net-worth and family office clients, delivering personalized wealth management strategies aligned with evolving financial goals.
• Build and maintain trusted, long-term client relationships through proactive communication and high-touch service.
• Partner closely with internal specialists across tax, estate, trust, and investment functions to provide integrated planning solutions.

Comprehensive Financial Planning

• Develop and implement advanced financial plans focused on tax efficiency, estate planning, risk management, philanthropy, and wealth transfer strategies.
• Advise clients on complex trust and estate matters, including strategies designed to preserve wealth across generations.
• Translate sophisticated financial concepts into clear, actionable recommendations.

Wealth Management & Portfolio Oversight

• Ensure investment strategies align with client objectives, risk tolerance, and long-term planning needs.
• Monitor portfolio performance and coordinate portfolio reviews and rebalancing activities.
• Utilize financial planning technology platforms to deliver customized planning solutions for clients with significant net worth.

Collaboration & Leadership

• Work collaboratively with internal advisory teams to deliver a seamless client experience.
• Contribute to a culture of professionalism, collaboration, and exceptional client service.

Qualifications

Experience & Education

• Bachelor’s degree in Finance, Economics, or related field.
• 7+ years of experience in wealth management, financial planning, private wealth, or family office advisory.
• Experience advising high-net-worth or ultra-high-net-worth clients preferred.
• CFP®, LLM, and/or CPA designation preferred.

Skills & Expertise

• Strong knowledge of financial planning, estate planning, tax strategies, risk management, and philanthropic planning.
• Deep understanding of trust and estate structures and related tax considerations.
• Demonstrated success managing sophisticated client relationships.
• Strong communication and presentation skills with the ability to simplify complex planning concepts.
• Experience with financial planning software platforms such as eMoney or similar tools preferred.

What’s Offered

• Flexible hybrid work environment (4 days/week in office).
• Opportunity to join a high-growth, entrepreneurial wealth management platform.
• Collaborative culture with access to integrated planning resources and specialized expertise.
• Strong professional development and career growth opportunities.
• Competitive compensation and benefits package.