Wealth Manager; San Francisco

LOCATION

San Francisco, California (Full time, partially remote)

Full‑time position. Hybrid schedule, with a minimum of 2 days per week on‑site at LNW’s San Francisco office and up to 3 days per week remote.

Laird Norton Wetherby (LNW) is seeking a full‑time Wealth Manager to join our team. The Wealth Manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra‑high‑net‑worth clients.

The Wealth Manager role at LNW provides a robust path for professional development, spanning a range from emerging wealth advisors to LNW’s most senior and experienced client‑facing professionals. The Wealth Manager may lead, co‑lead or support client relationships depending upon size and complexity (among other factors), leveraging and contributing both their core wealth management skills and any specialized skills or knowledge they may bring to the client team.

As a client lead, the Wealth Manager fully manages and delivers LNW’s service offering, supported appropriately under the client circumstances by strategic lead partners, other Wealth Advisors, Analysts, Associates, and LNW content specialists. The Wealth Manager fosters a collegial environment in which team members feel empowered to deliver their best work and clients feel the comprehensive support of a highly attentive team in a family‑office styled service model.

The successful Wealth Manager understands the interdisciplinary nature of this work and the limits of their own capabilities and engages internal and external partners in the delivery of exceptional client service.

These are general duties and may increase and vary based on business need.

• Foster trusted and mutually rewarding long‑term relationships with assigned clients.
• Incorporate LNW’s values in every aspect of your work:
• Continually assess client need for support across the firm’s service offering and marshal and deliver firm resources and expertise as needed to address client needs.
• Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, Wealth Managers, Advisors, Analysts, Associates and content experts and is responsive to the needs and expectations of each client.
• Be proficient in understanding and explaining the full range of approved investment solutions across all asset classes.
• Design and guide the implementation of managed investment portfolios consistent with each client (or client entity’s) investment policy statement and approved company investment policies, practices and procedures. Bring detailed knowledge of the client’s goals and objectives, risk tolerance, tax situation and unique considerations to the ongoing implementation process. Bear ultimate responsibility for setting and meeting client goals and expectations.
• Communicate proactively with clients and respond to client questions in a timely manner. Clearly articulate thoughts, ideas and plans to clients.
• Drive the development, communication and implementation of wealth management and financial planning strategies for clients, engaging other advisors and company content experts as appropriate.
• Lead financial planning analysis and projections including forestate planning, tax, Medicare, Social Security, and insurance purposes, etc. Develop proficiency and competency with supporting software and analysis tools.
• Lead client meetings and provide strategic oversight of development of agenda and materials, division of team responsibilities and coordination of post‑meeting follow‑up items.
• Supervise and ensure the quality of ongoing client service, including account openings/closings, portfolio activity, cash management and money movements, and periodic reporting.
• Lead coordination of onboarding process for new clients. Create and execute on client road map planning items.
• Demonstrate a business development mindset and commitment by actively developing referral networks, advancing personal competency and reputation, participating in company business development and community…