Client Relationship Director (Private Wealth)
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Job Location:
Bedford, NH - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Department:
Job Summary
In this role youll be the trusted point of contact for clients and advisors overseeing every aspect of trust administration from investments to compliance. Youll also drive growth by leading new account onboarding engaging in industry events and continuously refining processes through training and innovation.
What youll do
- Youll serve as the primary contact for clients and their advisors ensuring exceptional service and communication.
- Youll manage all aspects of trust administration from coordinating advisor directions to overseeing tax and compliance filings.
- Youll drive business development by attending industry events and leading the onboarding of new trust accounts.
- Youll enhance processes by engaging in training programs to strengthen and refine directed trust practices.
What we offer
- IQ-EQ offers a comprehensive benefits package designed to support employees well-being and work-life balance.
- Employees receive generous paid time off including 4 weeks of PTO that increases over time sick time and paid holidays and financial wellness is supported through a 401(k) plan with a company match (subject to eligibility).
- Health benefits include medical dental vision mental health support and additional ancillary insurance plans.
- Additional benefits include paid parental leave and a hybrid work schedule promoting both personal and professional fulfillment.
- The salary for this position will be dependent on experience and location ($95000 - $110000).
Qualifications :
- Bachelors degree in business law finance or related field (CPA CFP or CTFA is a plus).
- Minimum of 5 years of experience in a financial institution law firm accounting or consulting firm.
- Exceptional understanding of fiduciary responsibilities and estate planning principles.
- Strong communication skills and the willingness to learn the broad range of trust administration and operational / compliance requirements of a directed trust company.
- Client relationship management experience preferably in a fiduciary capacity.
- Excellent problem-solving skills and a desire to learn and collaborate with internal and external stakeholders.
- Management experience with direct reports or junior team members is a plus.
Additional Information :
Our commitment to you and the environment
Sustainability is integral to our strategy and operations. Our sustainability depends on us building and maintaining long-term relationships with all our stakeholders including our employees clients and local communities while also reducing our impact on our natural environment.
There is always more we can and should do to improve whether in relation to our people our clients our planet or our governance. Our ongoing success as a business depends on our sustainability and agility in a changing and challenging global landscape. Were committed to fostering an inclusive equitable and diverse culture for our people led by our Diversity Equity and Inclusion steering committee.
Our learning and development programs and systems (including PowerU and MyCampus) enable us to invest in growing our employees careers while our hybrid working approach supports our employees in achieving balance and flexibility while remaining connected to their colleagues. We want to empower our 5800 employees - from 94 nationalities across 25 countries - to each achieve their potential. Through IQ-EQ Launchpad we support women managers launching their first fund in an environment where only 15% of all private equity and venture capital firms are gender balanced.
Were committed to growing relationships with our clients and supporting them in achieving their objectives. We understand that our clients sustainability and success leads to our sustainability and success. Were emotionally invested in our clients right from the beginning.
Remote Work :
No
Employment Type :
Full-time
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Organizational skills
- Investment Experience
- Banking
- Securities Law
- Financial Planning
- Wills
About Company
IQEQ is a preeminent service provider to the alternative asset industry. IQEQ works with managers in multiple capacities ranging from hedge fund, private equity fund, and mutual fund launches; private equity fund administration; advisory firm set-up, regulatory registration and infras ... View more
