Trusts and Estates Attorney in San Francisco, CA

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Family Wealth Advisor - Wealth Management
The candidate will have responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. Will work in partnership with regional Portfolio Manager's but will have direct accountability for advising largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where appropriate. These clients will typically exceed $20 million in investment assets and may span multiple regions. Will be part of the new business deal team, playing a key role in developing sales strategy and presenting offering to prospective Ultra High Net Worth clients. Will serve as the investment expert during the sales process and will stay directly involved with the client post close. May be called upon to represent the organization externally, either in print interviews or speaking at client and professional seminars. A Bachelor's degree is required. Advanced degree (MBA, CFA, J.D., Tax) is preferred. 15+ years of experience is required.

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