Wealth Manager (San Francisco)

Location:San Francisco California (Full time partially remote)

Availability:Full-timeposition. Hybrid schedule withaminimum of 2 days/weekon-siteatLNWs San Franciscoofficeand up to 3 days/week remote.

Executive Summary: Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join our team. The Wealth Manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients.

Nature of the Role

The Wealth Manager role at LNW provides a robust path for professional development spanning a range from emerging wealth advisors to LNWs most senior and experienced client-facing professionals. The Wealth Manager may lead co-lead or support client relationships depending upon size and complexity (among other factors)leveragingand contributing both their core wealth management skills and any specialized skills or knowledge they may bring to the client team.

As a client lead the Wealth Manager fully manages and delivers LNWs service offering supported appropriately under the client circumstances by strategic lead partners other Wealth Advisors Analysts Associates and LNW content specialists. The Wealth Manager fosters a collegial environment in which team members feel empowered to deliver their best work and clients feel the comprehensive support of a highly attentive team in a family-office styled service successful Wealth Manager understands the interdisciplinary nature of this work and the limits of their own capabilities and engages internal and external partners in the delivery of exceptional client service.

Your Role and Responsibilities Skills and Attributes

This isa samplingofaWealth Managersgeneral duties which may increase and vary based on businessneed.

• Foster trusted andmutually-rewardinglong-term relationships with assigned clients.

• Incorporate LNWs values in every aspect of your work: assess client need for support across the firms service offering and marshal and deliver firm resources andexpertiseas needed to address client needs.

• Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads Wealth Managers Advisors Analysts Associates and content experts and is responsive to the needs and expectations of each client.

• Be proficient in understanding and explaining the full range of approved investment solutions across all asset classes.

• Design and guide the implementation of managed investment portfolios consistent with each client (or client entitys) investment policy statement and approved company investment policiespracticesand detailed knowledge of the clients goals andobjectives risk tolerance taxsituationand unique considerations to the ongoing implementation for setting and meeting client goals and expectations.

• Communicate proactively with clients and respond to client questionsin a timely manner. Clearly articulate thoughtsideasand planstoclients.

• Drive the development communication and implementation of wealth management and financial planning strategies for clients engaging other advisors and company content experts asappropriate.

• Lead financial planning analysis and projectionsincluding forestate planning tax Medicare Social Security andinsurance purposes etc. Developproficiencyand competency with supporting software and analysis tools.

• Lead client meetings and provide strategic oversight of development of agenda and materials division of team responsibilities and coordination of post-meetingfollow upitems.

• Supervise and ensure the quality of ongoing client serviceincluding account openings/closings portfolio activity cash management and money movements and periodic reporting.

• Lead coordination ofonboardingprocess for new clients. Create andexecute onclient road map planning items.

• Demonstrate a business development mindset and commitment by actively developing referral networks advancing personal competency and reputationparticipatingin company business development and community engagement efforts and supporting prospect meetings as assigned.

What You Will Bring to the Role:

• Preferred 10or more years industry experience in investment management wealthmanagementor financial planning particularly with an emphasis on serving the advisory needs of clients with AUM > $10M.

• Specialized skills and knowledge inanyof the following disciplinesarehighly valued: investments & investment management (e.g. CFA CAIA) estate planning (esp. J.D.) tax (esp. CPA LLM) philanthropy and family governance.

• Certification (Series 65 or other)required. Preference for advanceddegreeand/orcredentials (see above).

• Four-year college degree or equivalent work experience in the financial services industry.

• Interest in supporting the cultivation of an inclusive and client-centric work environment and supporting the long-term financial health of LNW.

• Strong organizational and time management skills with the ability to independently complete manage and delegate projects which include multiple tasks.

• Excellent written and verbal communication skills as well as strong listening abilities.

Candidates must meet all employment qualifications at time of hiring including(i)the successful completion ofbackgroundandcredit checks and any pre-employment examinations(ii)the executionof all employee agreements and(iii) the ability to consistently and efficiently perform the jobsessential functions duties and responsibilities.

Compensation and Benefits

We provide a competitive salarycommensuratewith your experience and skills. The hiring salary range for this position isbetween$160000 and $255000forSan Francisco( toSFas your home LNW office at least 2 days per week) with a meaningful annual bonus thatisbased onboth individual andcompany salary range applies tothecurrent posting and may change in the future. The range may vary based on key factors such as education job-related knowledge experience skill set and geographic location.

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

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-termcaringand trusted relationships.

We love working in aprofessionalyet relaxed working environment. We encourage openness active listening mutual respectcandorand cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work enjoy each others company at team andperiodicfirm wide take a hybrid in-office/remote working approach.

About Us

For more than five decades Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company LNW offers a full spectrum of specialized wealth & legacy planning investment managementand trust & estate services that advance the aspirations and long-term multigenerational financial ambitions of its clients. LNW has offices in Seattle San Francisco New YorkLos Angelesand Philadelphia as well as an affiliate trust company in South Dakota empowering clients across theU.S.

LNW is majority owned by Laird Norton Company one of the longest-sustained family enterprises in the United States as well as by active employees.

Additional Information

Our firm aims to cultivate an inclusive environment and culture that fosters growthcollaborationand 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 volunteersbased 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 June 2026