Senior Vice President of Private Wealth
Company:Wealth.com
Location:United States
Languages:English
Seniority level:Vp, 15+ years
Experience:15+ years
Skills:
LeadershipArtificial IntelligenceBusiness DevelopmentProduct ManagementMentoringComplianceTeam managementStakeholder managementClient relationship managementStrategic thinkingProcess improvement
Requirements:
J.D. degree and admission to at least one U.S. state bar. Minimum 15 years of experience in private wealth. At least 10 years in private practice. Partner-level attorney preferred. ACTEC membership preferred. Strong interest in technology, particularly generative artificial intelligence. Demonstrated interest in building attorney teams, procedures for scale, and business development.
Responsibilities:
Participate in important growth initiatives. Interface with senior partners and executives to drive enterprise adoption of technology. Bring in marquee and larger customers. Improve UHNW products based on feedback. Lead the Wealth.com professional review team. Build processes and participate in software implementation. Create systems and metrics for high-quality support.
