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    Senior Wealth Manager - Seattle, United States - Laird Norton Wetherby

    Laird Norton Wetherby
    Laird Norton Wetherby Seattle, United States

    4 weeks ago

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    Description

    LOCATION: SEATTLE, WA

    The Senior Wealth Manager is dedicated to building and maintaining a trusted advisor relationship with each client. Services include comprehensive trust and estate planning, trust management, and wealth management for complex trust clients. This position is a senior member of our trust team and responsible for a variety of trust relationships. In addition, this position will advise our most complex clients in all aspects of wealth management.

    Your Role and Responsibilities

    As a senior member of the Trust Resources Group, the Senior Wealth Manager provides oversight of the key fiduciary relationship leadership, adhering to governing documents, state laws, and regulations governing trusts. The Senior Wealth Manager serves a leader and subject matter expert on trust and estates for both the Trust Resource Group and Client Service Team. Maintaining community relationship and supporting growth of the business are key to long-term success.

    • Comprehensive understanding of trusts, relevant regs & trust law.
    • Has ultimate responsibility for serving the client including various trust relationships.
    • Partner with client service team to provide outstanding service to our wealth management clients.
    • Design tailored investment strategies across all asset classes appropriate to each client's goals and objectives.
    • Lead client meetings. Responsible for strategic oversight of development of agenda and materials, and coordination of post-meeting follow up items.
    • Proactively develop, communicate and implement wealth and financial planning strategies for clients, integrating detailed and complex information from the client's situation and the markets.
    • Exercise sound judgement in making discretionary decisions. Ensure adherence to the terms detailed in the trust document & processes for documenting discretionary distributions. Partner with other CS team members to support decisions.
    • Lead financial planning analysis including projections, estate planning, tax, Medicare, Social Security, Insurance, etc.
    • Support business development efforts, including networking, generating qualified referrals and leading prospect meetings.
    • Other duties as needed to serve assigned clients.
    Education and Experience
    • Often ten or more years' industry experience, including ten years of trust and relationship management experience.
    • Four-year college degree or equivalent work experience in the financial services industry.
    • Certification (Series 65 or other) required. Strong preference for JD, CPA or equivalent knowledge.
    • Service minded. Value working collaboratively with a team to provide an excellent client experience.
    • Comprehensive understanding of trusts, relevant regulations and trust law in multiple jurisdictions.
    • Detail oriented, organized and reliable.
    • Desire to learn and grow.
    • Interest in building a successful career within an inclusive and client-centric firm.
    • Fluent knowledge of trusts, markets, investments and financial planning.
    • Familiarity with operational and financial custodian processes.
    • Computer skills including Microsoft Office Suite are required. Other software applications, such as Addepar, Dynamics CRM and MoneyGuide Pro are a plus.
    Candidates must meet all employment qualifications in force at time of hiring, including successful passing of background & credit checks and any pre-employment examinations, signing of all employee agreements, and have the ability to perform the essential functions, duties and responsibilities set forth in a consistent and efficient manner.

    Compensation and Benefits
    We provide a competitive salary commensurate with your experience and skills and offer an annual bonus based on company and individual performance. The full salary range for this position is $200,000 to $250,000, depending on location and experience.

    The salary range applies to current posting and may change in the future. The posted salary range may vary for key factors including, but not limited to, education, job-related knowledge, experience, skill set, and geographic location.

    We offer excellent benefits including medical, dental and vision coverage, generous time off, flexible spending plans for health care and dependent care, 401(k) plan, educational reimbursements. For details of all benefits, please visit our website here.

    Our Team
    You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

    We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and semi-annual firm wide outings. We take a hybrid in-office/remote working approach.

    About Us
    Laird Norton Wetherby (LNW) serves exceptional families and individuals seeking to activate the full potential of their wealth. To help turn lifelong ambitions and multigenerational aspirations into reality, LNW brings to each client relationship a high level of care combined with deep expertise in wealth and legacy planning, investments, and trust and estate services.

    Offering both RIA (Registered Investment Advisor) and trust services, LNW is committed to providing clients with unbiased, independent guidance and solutions. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliated trust company in South Dakota, empowering clients across the U.S. and around the world.

    LNW is owned by employees and majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States. To learn more, please visit

    Additional Information
    Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

    The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

    *As of 2/23/24

    #Li-Hybrid
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