Leads a local wealth-management office while serving as a senior advisor to high-net-worth clients. Responsibilities include office and team management, client relationship administration, estate and wealth-transfer planning, business development, professional networking, vendor oversight, hiring, community engagement, and coordination with investment and advisory professionals. The role requires extensive client contact, account administration knowledge, new-business generation, and travel to clients and referral sources.

Leads high-net-worth client relationships, delivers customized trust and wealth management solutions, coordinates internal specialists, oversees account administration and reviews, and drives new business through professional networking and prospect development. The role requires expertise in trusts, estate planning, fiduciary accounting, finance, real estate, taxes, and legal documents, along with supervisory responsibility and travel to clients and referral sources.