Vice President – Client Advisor

Sanctuary Wealth

Vice President & Client Advisor for boutique wealth advisory firm serving ultra-high-net-worth clients. Delivering personalized advice, investment strategies, and exceptional client service in a fast-paced environment.

Posted 5/1/2026full-timeRemote • 🇺🇸 United StatesLead💰 $115,000 - $135,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

7+ years of experience within wealth management, private wealth advisory, family office, private banking, or an independent RIA environment.
Experience supporting or advising high-net-worth and ultra-high-net-worth clients.
Strong technical knowledge of financial planning, investments, portfolio management, cash flow analysis, estate planning concepts, and tax-aware planning.
Demonstrated ability to manage complex client relationships with professionalism and discretion.
Exceptional organizational skills and attention to detail.
Strong written and verbal communication skills.
Ability to manage multiple priorities in a fast-paced, entrepreneurial environment.
High level of emotional intelligence, professionalism, and client service orientation.
Proficiency with CRM systems, portfolio reporting platforms, custodial systems, and Microsoft Office/Google Workspace.

Benefits

Comp & perks

Full Benefits Package (Medical, Vision, Dental + 401(k) + PTO)

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial planningportfolio managementcash flow analysisestate planningtax-aware planninginvestment analysisclient balance sheetsnet worth analysisasset allocationinvestment strategies

Soft Skills

professionalismdiscretionorganizational skillsattention to detailwritten communicationverbal communicationemotional intelligenceclient service orientationcollaborationaccountability