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Client Services Manager
Targeted Locations
- Colorado, Wyoming, St. Louis, Florida, and Utah.
Job Description
As a Client Relationship Manager, you are responsible for supporting advisors in daily operations. You’ll represent Vista’s unique brand to clients while helping shape it from the inside out. Through creative collaboration with our lead advisors, you’ll help build the Vista Way of providing exceptional client service and advisor support. Though your responsibilities are largely client-driven, additional operational and administrative support is also part of the role. Responsibilities include:
- Establishing a rapport with clients as a trusted liaison between the client and their Advisor.
- Working directly with third-party Custodians and Advisors to support client needs.
- Client account onboarding and information maintenance, including coordinating account transfers and confirming cost basis information for incoming assets.
- Populating and maintaining systems data and client files, and coordinating client paperwork.
- Account administration including money movements and payments on taxes, insurance premiums, etc., verifying client account cash balances, and generating and reviewing monthly available cash reports.
- Implementing Advisor investment recommendations via trading through our Financial Custodial System (Fidelity).
- Alternative investment subscriptions/redemptions and Limited Partnership agreements.
- Managing weekly client meeting schedules and supporting advisors in preparation for client meetings.
- Administrative duties such as handling inbound and outbound mail, reconciling monthly expense reports, scheduling coordination, marketing and branding assistance as needed, and other general support as requested.
Who You Are and How You Work
You’re energized by the challenge of being on a small, ambitious team. You are willing to jump in and research unique and complex situations as they arise, knowing that your suggestions are helping to build the foundation of the Vista client experience. Here are some other ways we’d describe you and how you work:
- Exceptionally well-organized, and can manage and prioritize daily workload in a fast-paced environment.
- Committed to high quality work, showing excellent accuracy and attention to detail.
- A great communicator with courage to follow up on outstanding tasks.
- A curious critical thinker and problem solver who knows when to Google and when to ask a team member.
- Proactive in anticipating the needs of clients and team members and take the initiative to support them even if they haven’t yet stated the need.
- Flexible, and able to handle ambiguity and unexpected situations.
Qualifications
- Five or more years of experience relevant to the responsibilities listed above (experience with Ultra High Net Worth individuals is a plus).
- Ability to handle confidential information with exceptional discretion.
- Ease with technology.
- Strong numerical and analytical abilities.
- Proficiency in Microsoft Office Applications.
- Experience with Adobe Cloud for PDF generation and e-signature is preferred.
- Knowledge of financial custodial systems (Fidelity knowledge is a plus).
- Series license or other financial designation a plus.
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Credit Solutions Liaison
Targeted Locations
- Colorado, Wyoming, St. Louis, Florida, and Utah.
Job Description
As a Credit Solutions Liaison - Private Banker, you will play a crucial role in providing comprehensive financial solutions to our valued clients. You will be responsible for managing a portfolio of high-net-worth individuals and businesses, advising them on credit strategies, and facilitating credit transactions to meet their unique financial needs and bring their dreams to reality. Your expertise and exceptional client relationship skills will be instrumental in building long-term partnerships and delivering exceptional service.
Responsibilities:
- Manage a portfolio of high-net-worth individuals and businesses, acting as the primary point of contact for their credit-related needs.
- Develop an in-depth understanding of clients' financial objectives, risk tolerance, and credit requirements.
- Provide expert advice and recommendations on credit solutions, including loan products, lines of credit, mortgage options, and other financing alternatives.
- Collaborate with internal stakeholders, such as underwriters, legal teams, and relationship managers, to structure credit proposals and negotiate terms.
- Perform detailed financial analysis and risk assessments to evaluate clients' creditworthiness and determine suitable credit solutions.
- Prepare and present credit proposals to clients, ensuring clarity, transparency, and compliance with regulatory requirements.
- Ensure timely and accurate processing of credit transactions, including documentation, loan disbursements, and ongoing monitoring of credit facilities.
- Proactively monitor market trends, industry developments, and regulatory changes to identify potential risks and opportunities for clients.
- Build and maintain strong relationships with clients, providing ongoing support, addressing inquiries, and offering additional financial solutions as appropriate.
- Stay updated on industry best practices and maintain a high level of knowledge regarding credit products, lending policies, and relevant financial regulations.
Who You Are and How You Work
You’re energized by the opportunity to be part of a small, ambitious team. You uphold Vista’s approach with analytical thinking, entrepreneurial spirit, collaboration, attention to detail and integrity.
Qualifications
- Bachelor's degree in Finance, Business Administration, or a related field. Advanced degrees such as an MBA or CFA are a plus.
- Minimum of 5 years of experience in private banking, credit solutions, or a similar role within the financial services industry.
- Proven track record of successfully managing high-net-worth clients and delivering exceptional client service.
- Strong understanding of credit products, lending processes, and regulatory requirements.
- Excellent analytical skills with the ability to perform detailed financial analysis and risk assessments.
- Exceptional communication and interpersonal skills, with the ability to build trust and rapport with clients and internal stakeholders.
- Proficient in financial software and systems, including loan origination platforms, credit analysis tools, and Microsoft Office Suite.
- Strong business acumen and the ability to identify opportunities to expand client relationships.
- Detail-oriented with excellent organizational and time management skills.
- Demonstrated ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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Family Wealth Relationship Manager
Targeted Locations
- Colorado, Wyoming, St. Louis, Florida, and Utah.
Job Description
As a Family Wealth Relationship Manager, you will have the opportunity to make a significant impact on the lives of our high-net-worth clients by providing comprehensive financial planning advice and investment solutions. You will apply your strong analytical, interpersonal, and communication skills, and activate your creative thinking to help our clients achieve their financial goals and aspirations.
- Build strong relationships with clients by providing exceptional service, expert advice, and ongoing support.
- Develop customized financial plans and investment strategies that align with clients' long-term financial goals and objectives.
- Stay up-to-date with market trends and regulatory changes to ensure clients are provided with the most current and relevant financial advice.
- Conduct thorough analyses of clients' financial situations, including their assets, liabilities, income, and expenses, to create personalized financial plans and investment strategies.
- Monitor clients' investment portfolios regularly and make adjustments as needed to ensure they remain aligned with their financial goals and risk tolerance.
- Support the Family Wealth Advisor and collaborate with the team as needed.
- Coordinate with other financial professionals, such as attorneys and accountants, to complete comprehensive financial planning strategies.
- Participate in marketing and business development activities to attract new clients and build the firm's brand.
Who You Are and How You Work
We are looking for a vibrant and dynamic individual to join our team. You are curious, collaborative (or have a growth mindset?), and energized by exploring unique solutions.
There is no one personality type that is best suited for a job as a Family Wealth Relationship Manager. However, certain skill sets can be helpful for success in this role:
Analytical Thinking: Wealth Management Strategists must be able to analyze complex financial information, conduct thorough research, and develop customized financial plans and investment strategies that align with clients' long-term goals. Strong analytical thinking skills are necessary for success in this role.
Entrepreneurial Spirit: Wealth Management Strategists must have a strong entrepreneurial mindset, as they are responsible for building relationships with clients and growing the business. A willingness to take initiative, be proactive, and think creatively is important for success in this role.
Attention to Detail: Wealth Management Strategists must have a keen eye for detail, as even small errors or oversights can have significant financial consequences. Attention to detail is essential for success in this role.
Integrity: Wealth Management Strategists must act with the utmost integrity and honesty, as they are responsible for managing clients' finances and providing financial advice that can have significant consequences. Clients must trust their Wealth Management Strategist to act in their best interest at all times.
Communication Skills: Wealth Management Strategists must be able to communicate complex financial concepts in a clear and concise manner to clients who may not have a financial background. Strong communication skills, both verbal and written, are essential for success in this role.
Interpersonal Skills: Wealth Management Strategists must be able to build and maintain strong relationships with clients, team members, and other professionals in the financial industry. Strong interpersonal skills are essential for success in this role.
Qualifications
- Bachelor's degree in finance, economics, business, or a related field.
- Series 65 or equivalent licensing
- At least 5 years of experience in financial planning, investment management, or a related field.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills to build strong relationships with clients and team members.
- Ability to work independently and in a team environment.
- Professional certifications such as CFP, CFA, or CPA preferred.
- Must be licensed to sell securities, insurance, and other financial products.
- Familiarity with financial planning software and tools.
- Strong business acumen and ability to participate in marketing and business development activities.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.
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Family Wealth Advisor
Targeted Locations
- Colorado, Wyoming, St. Louis, Florida, and Utah.
Job Description
As a Family Wealth Advisor, you will have the opportunity to combine your personal style with our distinctive brand, bringing a fresh perspective to comprehensive financial planning and investment solutions for our high-net-worth clients.
You will use your analytical, interpersonal, and communication skills to help our clients achieve their financial goals and aspirations.
- Actively participate in business development and marketing activities to attract new clients and build the firm's brand.
- Craft and manage comprehensive balance sheets, employing effective credit solutions while executing dynamic investment strategies that encompass both private and public market investments.
- Build strong relationships with clients by providing exceptional service, expert advice, and ongoing support.
- Stay up-to-date with market trends and regulatory changes to ensure clients are provided with the most current and relevant financial advice.
- Conduct thorough analyses of clients' financial situations, including their assets, liabilities, income, and expenses, to create personalized financial plans and investment strategies.
- Monitor clients' investment portfolios regularly and make adjustments as needed to ensure they remain aligned with their financial goals and risk tolerance.
- Collaborate with other financial professionals, such as attorneys and accountants, to provide basic foundational planning as well as advanced legacy planning and tax mitigation strategies.
Who You Are and How You Work
We are looking for a vibrant and dynamic individual to join our team.
There is no one personality type that is best suited for a job as a Family Wealth Advisor. However, certain skill sets are important for success in this role:
Analytical Thinking: Wealth Management Strategists must be able to analyze complex financial information, conduct thorough research, and develop customized financial plans and investment strategies that align with clients' long-term goals. Strong analytical thinking skills are necessary for success in this role.
Entrepreneurial Spirit: Wealth Management Strategists must have a strong entrepreneurial mindset, as they are responsible for building relationships with clients and growing the business. A willingness to take initiative, be proactive, and think creatively is important for success in this role.
Attention to Detail: Wealth Management Strategists must have a keen eye for detail, as even small errors or oversights can have significant financial consequences. Attention to detail is essential for success in this role.
Integrity: Wealth Management Strategists must act with the utmost integrity and honesty, as they are responsible for managing clients' finances and providing financial advice that can have significant consequences. Clients must trust their Wealth Management Strategist to act in their best interest at all times.
Communication Skills: Wealth Management Strategists must be able to communicate complex financial concepts in a clear and concise manner to clients who may not have a financial background. Strong communication skills, both verbal and written, are essential for success in this role.
Interpersonal Skills: Wealth Management Strategists must be able to build and maintain strong relationships with clients, team members, and other professionals in the financial industry. Strong interpersonal skills are essential for success in this role.
Qualifications
- Bachelor's degree in finance, economics, business, or a related field.
- Series 65 or equivalent licensing
- At least 10 years of experience in financial planning, investment management, or a related field.
- Strong analytical and problem-solving skills with attention to detail.
- Excellent communication and interpersonal skills to build strong relationships with clients and team members.
- Ability to work independently and in a team environment.
- Professional certifications such as CFP, CFA, or CPA preferred.
- Must be licensed to sell securities, insurance, and other financial products.
- Familiarity with financial planning software and tools.
- Strong business acumen and ability to participate in marketing and business development activities.
We offer a competitive salary and benefits package, as well as opportunities for professional growth and development.