财富顾问
Wealth Advisor
关于公司：
Kilter Group 是一家创新且快速发展的金融服务公司，处于行业前沿。我们为个人、家庭、私营企业、家族办公室和非营利组织提供全面的个人及商业解决方案，以及财务、税务、受托管理和投资建议。
我们的客户来自多样化的背景，包括企业家、公众人物、创意人士和科学家。我们与那些激励我们并共享我们以影响为导向的文化的个人和家庭合作。作为一家灵活的下一代公司，我们在挑战行业规范的同时，为客户提供一流的策略规划、教育和支持，帮助他们实现全部的财务潜力。
如果您正在寻找一个以客户为中心、以增长为导向的职业，在一个重视创新、专业发展和灵活性的环境中工作，我们邀请您加入我们的团队。
职位描述：
我们正在寻找一位客户服务中心主管，加入我们的团队，负责加强客户服务中心主管团队的执行、问责和协作。
这是一个面向客户的职位，结合直接的客户服务职责与对客户服务中心日常流程协调的监督。该职位的重点是提高运营一致性，改善部门间的沟通，并确保我们的客户获得符合 Kilter Group 标准的卓越、高接触体验。
作为 Kilter Group 的客户服务中心主管，您将维护自己的客户关系，同时支持客户服务中心职责的组织和执行。您将与客户服务中心主管、私人财富规划师、顾问和运营与合规总监密切合作，确保客户承诺明确界定、正确记录并在规定时间内完成。
该职位的客户部分经过精心设计，以保持实时执行的参与度，同时确保流程完整性、团队问责制和跨部门协调。该职位负责确保所有客户层级的任务捕捉准确性、完成速度和流程透明度。
您将在强化公司流程、加强 CRM 任务管理和文档标准、识别流程缺口以及支持客户服务中心成员的专业成长方面发挥重要作用。
查看英文原文
About Us:
Kilter Group is an innovative and growing financial services firm at the forefront of the industry. We provide comprehensive personal and business solutions along with financial, tax, fiduciary and investment advice to individuals, families, privately held businesses, family offices, and not-for-profit organizations.
Our clients come from diverse backgrounds, including entrepreneurs, public figures, creatives, and scientists. We collaborate with individuals and families who inspire us and share our impact-focused culture. As a nimble, next-generation firm, we challenge industry norms while delivering best-in-class strategic planning, education, and support to help clients reach their full financial potential.
If you are looking for a client-centered, growth-driven career in an environment that values innovation, professional development, and flexibility, we invite you to explore joining our team.
About The Role:
We are seeking a Client Service Executive, Team Lead to join our team in a role focused on strengthening the execution, accountability, and collaboration of the Client Service Executive team.
This is a client-facing role that combines direct client service responsibilities with oversight of day-to-day workflow coordination across the Client Service team. The focus of this position is to enhance operational consistency, improve communication across departments, and ensure that our clients receive an exceptional, high-touch experience aligned with Kilter Group’s standards.
As the Client Service Executive, Team Lead at Kilter Group, you will maintain your own client relationships while supporting the organization and execution of the Client Service team’s responsibilities. You will work closely with Client Service Executives, Private Wealth Planners, Advisors, and the Director of Operations & Compliance to ensure that client commitments are clearly defined, properly documented, and completed in a timely manner.
The client component of this role is intentionally structured to maintain engagement in real-time execution while ensuring workflow integrity, team accountability, and cross-department coordination. This role is accountable for ensuring task capture accuracy, completion velocity, and workflow transparency across all client tiers.
You will play an important role in reinforcing firm processes, strengthening CRM task management and documentation standards, identifying workflow gaps, and supporting the professional growth of the Client Service team. While this is not a formal managerial position, the role requires maturity, strong communication skills, and the ability to foster accountability and collaboration across teams.
This is an opportunity for an experienced wealth management professional who thrives in a structured yet collaborative environment, values ownership and precision, and wants to contribute meaningfully to the continued growth and operational excellence of a forward-thinking Registered Investment Advisor.
Requirements
What You Are Responsible For:
- Client Advisory & Relationship Management
- Serve as the lead advisor on client relationships.
- Deliver comprehensive wealth management advice, integrating investment, tax, estate, and risk planning strategies.
- Build deep, long-term relationships through a high-touch, concierge-level service model.
- Navigate complex client situations, including multi-generational wealth, business ownership, and sophisticated estate structures.
- Business Development & Growth
- Transition and grow an existing book of business within the Kilter Group platform.
- Actively source and develop new client relationships through personal networks, introductions, and strategic partnerships.
- Partner with firm leadership on growth initiatives and client acquisition strategies.
- Represent Kilter Group externally as a trusted voice in wealth management.
- Financial Planning & Strategy
- Develop and implement customized financial plans aligned with client goals and evolving circumstances.
- Provide guidance on tax-efficient strategies, estate and legacy planning, retirement planning, and liquidity events.
- Collaborate with external professionals (CPAs, attorneys, etc.) to deliver integrated solutions.
- Investment Oversight & Collaboration
- Partner with the investment team to align portfolios with client objectives and risk tolerance.
- Communicate investment strategy, performance, and market insights to clients with clarity and confidence.
- Ensure seamless execution of financial plans through collaboration with internal teams.
- Leadership & Contribution to Firm Strategy
- Contribute to the firm’s culture of excellence, mentorship, and continuous improvement.
- Act as a resource for complex client cases and planning strategies across the firm.
- Uphold the highest standards of compliance, ethics, and fiduciary responsibility.
What You’ll Bring:
- 15+ years of experience in wealth management, financial planning, or investment advisory.
- Certified Financial Planner (CFP®) or equivalent advanced industry designation required (such as CFA®, CPA); additional credentials are a plus.
- Proven track record of managing high-net-worth client relationships and delivering comprehensive planning strategies.
- Demonstrated success in business development, including transitioning and growing an existing book of business.
- Proven ability to deliver extraordinary client service through professional excellence, the highest ethical standards, and the effective use of available resources.
- Deep expertise across investments, tax planning, estate planning, and complex financial structures.
- Experience with portfolio reporting and CRM systems, such as Tamarac, Orion, or Black Diamond.
- Exceptional communication skills with the ability to simplify complex concepts and build trust.
- Strong client-centric mindset with a desire to contribute to a growing, next-generation firm.
- Superior organizational skills with exceptional attention to detail and commitment to improving accuracy of data and preventing errors.
- Ability to thrive in a remote work environment while maintaining high accountability.
Preferred but Not Required:
- Experience with alternative investments.
- Life and Health Insurance License.
Benefits
What You’ll Enjoy About Us:
- A Collaborative, Mission-Driven Team – Work with smart, diverse, and growth-focused professionals who are committed to making an impact.
- Top-of-Industry Compensation & Benefits – Competitive salary, employer-sponsored health, medical, and dental benefits, and a 401(k) match.
- Work-Life Flexibility – Paid time off, including vacation, sick leave, and 12 paid holidays.
- Sabbatical Program – Take time to recharge, travel, and spend quality time with loved ones.
- Professional Development – Tuition reimbursement and ongoing industry-focused learning.
- Flexible Remote Work – Enjoy the benefits of remote work while maintaining a location base.
- Bi-Annual Team Off-Sites – Connecting is important, you will use this time personally and professionally.
Originally posted on Himalayas