Basic Qualifications - Bachelor's degree, or equivalent work experience- Eight or more years of experience interacting with High and Ultra High Net Worth clients Preferred Skills/Experience - Requires established network with strong relationship management, networking, and business development skills- Demonstrated success in specific client segments or verticals with developed strategic partnerships- Experience profiling clients and formulating customized strategies to address their needs- Holistic approach to managing client relationships with the ability to organize and prioritize a team of specialists- Strong communication skills and the ability to simplify complex concepts for audiences with different levels of sophistication- A passion for problem-solving and acting as a strategic advisor- Ability to make critical decisions independently and act as a business owner- Professional designation such as CFA or CFP is preferred. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.