Aviso Wealth
Priority Clients National Vice President Role
Job Description
Join Aviso Wealth as the National Vice President, Priority Clients, focusing on leadership and exceptional service for High Net Worth clients. Enhance client engagement and team performance.
This influential role within Aviso Wealth's Direct Investing team requires a National Vice President to direct a group of Senior Relationship Managers. Your responsibility includes a select portfolio of HNW and UHNW clients, ensuring that exceptional service and tailored advice are delivered. A drive for growth, strong leadership skills, and client-focused strategies are essential in this role.
Key Responsibilities:
• Directly lead a team of Relationship Managers
• Manage complex client relationships for HNW/UHNW
• Collaborate with teams for cohesive service delivery
• Ignite business development strategies and initiatives
• Analyze regulatory changes and market trends for compliance
Requirements:
• Over a decade in wealth m...
This influential role within Aviso Wealth's Direct Investing team requires a National Vice President to direct a group of Senior Relationship Managers. Your responsibility includes a select portfolio of HNW and UHNW clients, ensuring that exceptional service and tailored advice are delivered. A drive for growth, strong leadership skills, and client-focused strategies are essential in this role.
Key Responsibilities:
• Directly lead a team of Relationship Managers
• Manage complex client relationships for HNW/UHNW
• Collaborate with teams for cohesive service delivery
• Ignite business development strategies and initiatives
• Analyze regulatory changes and market trends for compliance
Requirements:
• Over a decade in wealth m...