Senior Wealth Manager

Anisa Henry is partnered with an established wealth management firm seeking an experienced Senior Wealth Manager to lead complex client relationships, deliver comprehensive planning and investment advice, and collaborate with specialized professionals to support affluent and ultra-high-net-worth clients. This position offers a collaborative environment, leadership responsibilities, business development opportunities, and hybrid workplace flexibility.Why Join This Opportunity?This is an excellent opportunity to join a fast-growing, team-oriented wealth management practice that values collaboration, professional development, and work-life balance. The culture is highly supportive and collegial, with open communication across all levels of the organization and a shared commitment to client success. Team members enjoy a flexible hybrid work environment, a relaxed and approachable atmosphere, and meaningful opportunities for continued education and professional growth. The firm actively invests in employee development and encourages long-term career progression.Key ResponsibilitiesManage and deepen long-term client relationshipsLead the development and implementation of comprehensive wealth management strategiesGuide portfolio construction and investment oversightCoordinate with internal specialists and external professionals to address client needsLead financial planning across tax, estate, retirement, insurance, and related areasOversee client meetings, service delivery, and onboarding processesMentor team members and contribute to a collaborative client service cultureSupport referral generation, community engagement, and business development initiativesBenefits & PerksCompetitive benefits package available20 days of paid time off, with increased accrual based on tenureMedical, dental, and vision insurance with significant employer contribution for employees and dependent coverageEmployer-sponsored profit-sharing program with quarterly contributionsPaid parental leave for both primary and secondary caregiversCharitable gift matching program up to an annual maximum