TwinThread is looking for an experienced Wealth Strategist - Executive Director to join their U.S. Private Bank team. This role involves delivering comprehensive wealth planning resources to high-net-worth clients, advocating for the Wealth Strategy Engagement Model, and developing business opportunities with advisors.
Candidates must have significant experience in financial services, preferably with a Bachelor’s degree or relevant industry certifications. The position requires strong financial planning knowledge and excellent presentation skills. Compensation includes a competitive salary and benefits.
#J-18808-LjbffrSenior Wealth Strategy Director — Private Banking in greenwich at Unknown Company
This position is listed as full time and onsite.