Description
Vice President & Client Advisor (Remote)
Location: Remote / Virtual (U.S.-Citizenship Required)
Employment Type: Full-Time | Exempt
Reports To: Founder / Owner
Hours: 8am-5pm ET
Compensation: Details Listed Below
Firm: Seven Mile Advisory
About Seven Mile Advisory
- Seven Mile Advisory is a boutique independent wealth advisory firm serving ultra-high-net-worth individuals, families, entrepreneurs, and multigenerational households with highly sophisticated financial lives. The firm is built around delivering deeply personalized advice, white-glove client service, and thoughtful long-term partnership.
Our clients often face complex liquidity events, estate planning considerations, concentrated equity positions, philanthropic goals, family governance matters, tax-sensitive investment decisions, and multigenerational wealth transfer planning. We pride ourselves on operating as a strategic quarterback for our clients while maintaining an entrepreneurial, collaborative, and high-touch culture.
At Seven Mile Advisory, we believe exceptional client outcomes begin with exceptional people. We are committed to fostering a culture of intellectual curiosity, innovation, accountability, and professional growth.
Position Overview
- Seven Mile Advisory is seeking a highly polished, technically sophisticated, and relationship-oriented Vice President & Client Advisor to join our growing advisory team. This individual will play a critical role in delivering an elevated client experience for ultra-high-net-worth clients and supporting the strategic execution of complex financial planning and investment initiatives.
This is an ideal opportunity for a proactive advisor who thrives in a boutique, entrepreneurial environment and enjoys balancing client relationship management, advanced planning support, operational leadership, and strategic problem-solving.
The ideal candidate is highly organized, detail-oriented, intellectually curious, emotionally intelligent, and comfortable operating in a fast-paced environment where discretion, responsiveness, and accuracy are essential. This role will partner closely with senior leadership while also serving as a trusted advisor and day-to-day relationship lead for sophisticated client households.
Key Responsibilities
Client Advisory & Relationship Management
- 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.
Financial Planning & Investment Analysis
- 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.
Operations & Team Support
- 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 need