Regional Wealth Planning Mgr San Diego, CA/OC

Regional Wealth Planning Mgr

 
Job ID: Job-1491       
Job Title:      Regional Wealth Planning Mgr   
location:       San Diego, CA  
Jobtype:        Permanent      
Description:    Responsible for driving the Wealth Planning model across all client segments in a specific San Diego/OC region. Serves and delivers planning services to the most complex, visible and top revenue generating clients. Serves as an advocate for and understands all planning services across client segments including affluent, HNW, and UHNW. In addition, this position serves as a role model for Planning personnel. Partners with Senior leaders across the market to drive additional Private Bank business. 

Oversees the Wealth Planning team in a geographic region on a day to day basis. Responsible for balancing workflow assignments, managing planning engagements, and coaching. Acts as liaison to Senior Director Planning and team members assisting in day-to-day oversight of planning process as well as human resource issues. Responsible for implementation of best practices and consistency of the planning process. Delivers planning engagements to HNW clients within The Private Bank. Supervises the preparation of analyses and work product, and deliver the work product in partnership with the relationship management team. Works with the RM to document and close business opportunities identified in the planning process. Partners with RD and other regional leaders as well as SDP to drive overall business for TPB. Meets with Centers of Influence to develop and expand client relationships. This position is a player/coach role. 

Basic Qualifications 
10+ years of experience with financial planning or tax, working with High Net Worth clients. 

Minimum Qualifications 

At least one designation, and preference for two designations, as either CFP, CPA, CFA, JD, MBA, MS Taxation, LLM or equivalent certification 
Proficient in complex tax and wealth planning areas 
Ability to create and/or review complex wealth plans 
Able to oversee the project of a wealth plan from engagement to implementation 
Possesses industry knowledge, technical skills and relationship building skills. 
Proven expertise in the use of wealth planning programs and proficient in current office, presentation and spreadsheet software. 
Self starter who is motivated, technically astute and team oriented. 
Self-motivated to seek additional knowledge and improve skill set. 
Strong communication, analytical and interpersonal skills are critical. 
Ability to coach junior team members. 
Proven ability to find and build strong partnerships to be a valuable team member and resource. 
Must be able to travel to 15%. 

Preferred Skills 
JD and CPA preferred. Experience working with privately held business owners and succession planning issues preferred. Experience with corporate taxation preferred as well. 

Email resume in Word to TheBigGameHunter@cisny.com. Please include the job code for the position with your resume. 

NO RELOCATION. NO VISA TRANSFERS. NO OVERSEAS RESUMES. NO 3RD PARTIES. 
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