Senior Wealth Strategist, Cross Markets Team, Credit Specialist
3 days ago
The National Collegiate Athletic Association (NCAA) is a premier organization that fosters athletic excellence and academic success for its member institutions. Our Asset and Wealth Management division plays a vital role in helping clients achieve their financial goals.
We drive growth through a focus on our people, clients, and cutting-edge technology. As a leader in the industry, we are committed to delivering exceptional service and expertise to our clients.
Job DescriptionWe seek an Executive Director to join our Cross Markets Team as a Senior Wealth Strategist. In this role, you will work closely with high net worth individuals, families, and select institutions to deliver tailored wealth management strategies based on our expertise, global reach, and diverse wealth management capabilities.
Your Impact- You will develop and implement customized wealth management plans to meet the unique needs of our clients.
- You will work closely with cross-functional teams to deliver exceptional client service and support.
- You will stay up-to-date on market trends and regulatory requirements to ensure our clients' assets are protected and optimized.
To be successful in this role, you will need:
- A strong understanding of wealth management principles and practices.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize multiple tasks.
We offer a comprehensive benefits package, including:
- Competitive salary and bonus structure.
- Generous pension scheme.
- Flexible working hours and remote work options.
As a member of our team, you will have access to cutting-edge technology, professional development opportunities, and a dynamic work environment. If you are passionate about delivering exceptional client service and driving business growth, we encourage you to apply for this exciting opportunity.
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