Vice President - Private Clients
- Active and thematic public-market strategies
- Exclusive private and pre-IPO deals
- Capital-gains and tax-mitigation strategies
- Trust, estate, and generational planning
- Income and alternative yield solutions
- Maintain Pipeline updates, opportunity notes, clients notes and other activities in CRM
- Own and grow a personal pipeline of UHNW and HNW prospects
- Maintain accurate pipeline updates, notes, and forecasting in our CRM
- Collaborate closely with sales, marketing, investment, planning, and operations teams to deliver a seamless client experience
- A seasoned Sales Executive who operates as an entrepreneur leveraging Lumida’s offerings to grow their existing book.
- Senior advisors, private bankers, or relationship managers with an established book.
- Trusted by clients for judgment, discretion, and long-term thinking.
- Entrepreneurial by nature and motivated by building something meaningful.
- Comfortable operating with autonomy, accountability, and high expectations.
- Uncapped upside with meaningful compensation and equity participation.
- Institutional-grade access through differentiated investment capabilities.
- Holistic, fiduciary wealth offering.
- A role that feels like building your own business within an established firm.
- Modern infrastructure and strong internal support.
- Long-term alignment and the ability to shape the firm’s growth.
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