Family Wealth Services HNW Senior Manager

Profile

Family Wealth Services HNW Senior Manager

Responsibilities: Managing and driving the success of multiple engagements. Be client facing and grow practice. Be responsible for revenue generation and managing a book of business. Attracting, developing, and retaining top talent. Keeping lines of communication open with staff and clients. Ability to manage within budgetary and time constraints while providing a high-level of client satisfaction. Anticipating and addressing client concerns and escalating problems as they arise. Initiating “cross selling” business to other practices. Promoting new ideas and business & tax solutions that result in extended services to existing clients. Developing an understanding of client’s business or family structure & investments, and becoming a “functional expert” in the area. Keeping abreast of changes in industry regulation, maintain competency through continuing education and obtaining additional professional certifications. Providing appropriate and timely performance feedback to those supervised.

Additional Information

Req #: req10458

Company info

RSM US LLP.
1145 Broadway 900
Tacoma
Washington
United States 98402
Website : https://rsmus.com/