Assistant Vice President - Client Advisor

The candidate will support Client Advisors in managing client relationships by delivering a superior client experience - through understanding, anticipating, and accurately executing client transactions. They will provide exceptional organizational support to Client Advisors and senior leadership, while excelling in daily responsibilities in alignment with Lighthouse Canton (LC)’s

Vision and Mission.

Individual Contributor or People Manager

Support the team of Client Advisors and Vice President – Wealth Management in developing, managing, and retaining existing Ultra High Net Worth (UHNW) client relationships by delivering exceptional wealth management services as part of Lighthouse Canton’s client experience journey.

Collaborate closely with the Investment Portfolio Management team to provide customized and comprehensive investme...