Director of Wealth Services

Lead the weekly planning meeting on Mondays, briefing the team on upcoming client cases, agendas, recaps, and action items. Open and close client meetings Tuesday through Thursday, handling administrative tasks like beneficiary updates, scheduling, and note-taking while ensuring clients feel genuinely cared for. Produce executive summaries after each meeting and delegate action items to the appropriate team members. Respond to all client communication within 24 hours and maintain accurate CRM records, keeping client tier classifications current and flagging items requiring attention. Use Fridays for cleanup, prep, and setting the following week up for success. Over time, develop a client appreciation program and add light referral support to meetings.