Sanctuary Wealth

Vice President

• Serve as a trusted advisor and strategic partner to ultra-high-net-worth individuals and families.
• Deliver an exceptional white-glove client experience with a high degree of professionalism, responsiveness, and discretion.
• Support and participate in client meetings, including financial planning presentations, investment reviews, and strategic planning discussions.
• Coordinate and manage complex client requests, ad hoc projects, and ongoing relationship needs.
• Develop deep knowledge of each client’s financial picture, goals, family dynamics, liquidity needs, and long-term objectives.
• Collaborate with clients’ external advisors, including attorneys, CPAs, bankers, insurance professionals, and estate planning specialists.
• Participate in prospect meetings and support business development efforts through preparation, analysis, and presentation materials.
• Prepare and maintain client balance sheets, net worth analyses, asset allocation summaries, and portfolio transition plans.
• Analyze cash flow needs, liquidity events, investment strategies, and planning opportunities.
• Assist with portfolio reviews, investment analysis, and implementation recommendations.
• Support tax-aware and estate-sensitive planning strategies in coordination with outside advisors.
• Build financial scenarios and planning analyses to support client decision-making.
• Coordinate investment account setup, money movement, subscription documentation, and custodial requests.
• Monitor client portfolios and planning action items to ensure timely execution.
• Assist in managing daily operations of the advisory team and contribute to process optimization initiatives.
• Maintain accurate CRM workflows, task management systems, and client documentation.
• Review operational workflows and identify opportunities to improve efficiency and scalability.
• Support client reporting updates, billing coordination, custodial communications, and operational oversight.
• Assist with compliance-related processes, approvals, and documentation requirements.
• Participate in internal client strategy sessions and investment discussions.
• Provide support across operational, administrative, and strategic firm initiatives as needed.
• Contribute to the continuous improvement of firm processes, policies, and client experience initiatives.
• Support marketing efforts, client communications, and presentation development.
• Help strengthen internal infrastructure and operational best practices as the firm continues to scale.
• Serve as a culture carrier who embodies professionalism, collaboration, accountability, and client-first service.

Vice President – Client Advisor

Administration

• Help deliver a highly personalized, white-glove client service experience for ultra-high-net-worth individuals and families.
• Coordinate day-to-day client servicing requests with professionalism, urgency, discretion, and attention to detail.
• Support Senior Partner Advisor(s) through data gathering, reporting preparation, and ongoing client relationship management.
• Take detailed meeting notes and coordinate follow-up action items across internal and external stakeholders.
• Assist with onboarding new client relationships and ensure a seamless transition into the firm.
• Coordinate account openings, account maintenance, retitling requests, beneficiary updates, and custodial paperwork.
• Coordinate money movements, wire transfers, ACH requests, and other client-directed transactions with custodians and clients.
• Assist clients and advisors with one-off requests, operational projects, and time-sensitive matters.
• Prepare and maintain client balance sheets, net worth summaries, and financial reports.
• Assist with cash flow analysis, liquidity tracking, and investment reporting support.
• Coordinate investment tracking and payment monitoring.
• Assist with private investment subscription documentation, tracking, and follow-up.
• Create and maintain task workflows, CRM updates, and operational tracking systems.
• Coordinate with custodians to ensure account feeds and investment data are accurately reflected within portfolio reporting systems.
• Help ensure accurate reporting and organization of client investment information.
• Create tax preparation checklists and assist with information gathering for clients and advisors.
• Coordinate with outside client professionals including CPAs, attorneys, estate planning professionals, and other service providers.
• Assist in carrying out estate planning implementation tasks and project management follow-through.
• Participate in internal planning and strategy discussions for clients and prospects.
• Support execution and follow-up surrounding complex client planning initiatives.
• Support firmwide operational initiatives, procedures, and internal process improvements.
• Assist with client invoicing and operational workflows.
• Coordinate with firm vendors and external service providers.
• Support marketing initiatives, communications, and operational projects as needed.
• Assist with implementation and rollout of new technology platforms, dashboards, databases, and estate planning systems.
• Contribute to maintaining organized operational infrastructure across the firm.
• Assist with ad hoc team projects and administrative requests.

Vice President – Client Advisor

Wealth Management Client Associate, Administrator