Job Description

Job Overview:

  •  The High-Net-Worth Services Business Exit Planning specialist will be part of a growing team within the client Business Solutions organization responsible for supporting Financial Advisors with delivering High-Net-Worth focused advanced planning and portfolio strategy. The ideal candidate will have high-net-worth experience, be passionate about business exit planning, and be eager to support advisors with their highest-value clients and prospects.
  • High-Net-Worth Services offers a comprehensive suite of fee-based planning services, investing services, and additional high-net-worth-focused capabilities to help client advisors win and serve high-net-worth investors with more complex needs. Our human-led, tech-enabled services help our advisors deliver great financial advice and run thriving businesses.
  • In support of client advisors and their high-wealth clients, the Vice President, Business Exit Planning will be a dedicated resource and member of client’s High-Net-Worth Services team. This individual will contribute to developing, launching, and delivering business exit planning services such as exit strategy development, business valuation, succession planning, and client education. Acting in a specialist capacity, this role will collaborate with High-Net-Worth Consultants and other specialized High-Net-Worth Services team members to deliver business exit planning services and support to subscribing advisors and their existing or prospective clients.
  • Additionally, this individual will contribute to the expansion, maintenance, and utilization of client’s Investment Banking referral partners to whom client Advisors can introduce their clients with small to mid-sized businesses for M&A and debt advisory services.
  • The VP Business Exit Planning will also frequently interact with other areas of the firm, including client Legal, Compliance, and Relationship Management, and participate in strategic discussions with client leadership.

 
Responsibilities:

  • Deliver business exit planning services to client Advisors
  • Establish and collaborate with a community of client Advisors interested in offering business exit planning to build a pipeline of investment banking referrals.
  • Contribute to maintaining and expanding the team’s referral network of High-Net-Worth wealth adjacent service providers, including Investment Banking, Business Advisory, OTC Hedging and Monetization.
  • Public speaking and conveyance of advanced subject matter in small and large public speaking settings. This includes public speaking participation in webinars, conference calls, staff meetings, and main-stage presentations at client conferences. The role may include representing client Financial at external conferences, events, and industry functions.
  •  This position requires excellent customer service skills with an emphasis on verbal and written communication abilities.
  • The candidate must demonstrate keen strategic thinking, analytical skills, project management skills, and excellent time management abilities. The incumbent must balance a collaborative approach within a team and driving their own independent efforts across all levels of a dynamic, entrepreneurial, and fast-paced organization.

What are we looking for?
 
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.
 
Requirements:

  •  Bachelor’s degree
  • Professional certifications such as CEPA, CEP, CFP, or CPA
  • Minimum of 10 years’ experience in financial services
  • Minimum of 3 years’ experience in business exit planning
  • Series 7, 66, and 24

 Core Competencies:

  • Strong personal financial planning knowledge and an understanding of financial services products and solutions
  • Ability to excel in a fast-paced environment encompassing multiple disciplines and product lines
  • Strong communication skills, both verbal and written
  • Highly collaborative with experience in servicing the needs of affluent and institutional clients.
  • Strong teamwork, leadership, and interpersonal skills
  • Software/Systems Skills: MS Office, Salesforce

Preferences:

  • Executive compensation and concentrated stock risk management experience

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Job #:
27193537
Position Type:
Direct Placement
Location:
Fort Mill, SC
Flexibility:
Onsite

 
Apply Now