Sr. Vice President, Eastern Wealth Management, Team Leader II

Lynn, MA


  • Bachelor’s Degree or significant industry experience
  • 5+ years of wealth management industry experience
  • Knowledge of fiduciary law, fiduciary income taxation, trust, estate taxation, estate planning, trust administration, and portfolio management.
  • Previous Management and performance management experience- at least 3 years
  • Excellent interpersonal skills, the ability to work autonomously, and good communication skills
  • Robust business development, account management, and relationship building skills.
  • Strong sense of client service, satisfaction, and retention with an eye for needs identification, problem solving and the consultative sales approach
  • Trust certifications, attendance at Trust Schools, law degrees and CFP® designation are all highly preferred.
  • Meaningful Community involvement and network on the North Shore/Boston
  • Follow a financial planning approach with discretionary asset management as the solution
  • Ability to serve as an extension of the Division Head, carrying out initiatives and supporting the direction set by the Division Head.
  • Exemplary Client & Business Partner Management with New Business results to confirm effectiveness

Previous Success hiring people with similar job titles such as:

  • Account Officer
  • Client Advisor
  • Client Manager
  • Sr. Financial Planner


  • Remote work flexibility
  • Hire immediately
  • Growth opportunities
  • Industry leading benefits
  • Strong culture
  • Work life balance
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