Client Advisor IV

Peapack Private Bank & Trust Family Office Services Leadership Role

Peapack Private Bank & Trust is a leader in wealth, lending, and deposit solutions. At Peapack Private, our clients are cared for by a single point of contact and are served by empowered employees who consistently go above and beyond to provide exceptional service and offer a boutique private banking experience. We are proud to be recognized for the seventh consecutive year by American Banker as one of the "Best Banks to Work For" across the nation. In addition, we were selected as Crain's Best Places to Work in NYC for our inaugural year, 2024. Our secret sauce in one word is our 'culture'. At Peapack Private, we value a diverse and inclusive workspace, deeply committed to growing leaders at all levels of the organization through mentorship, career pathing, and professional development. There are multiple ways to build relationships and get involved - from joining our Cultural Ambassador Committee focused on areas like Wellness, Fun, Inclusion, or Environmental Awareness - to involvement in community service activities through Volunteerism. Said quite simply, the culture and the people who work here are amazing!

Peapack Private Wealth Management includes investment management services provided for individuals and institutions, personal trust services (including services as executor, trustee, administrator, custodian, and guardian), and other financial planning, tax preparation, and advisory services. Officers from the Peapack Private Wealth Management division are available to provide wealth management and trust and investment services at the bank's headquarters in Bedminster and at all private banking locations.

Position Overview

Exciting opportunity within a fast-growing company. Seeking a client-focused professional with a strong wealth advisory background to be in a leadership role within the Family Office Services division of the organization. Candidates should be able to lead a team of wealth professionals and manage the day-to-day workflow in a fast-paced organization. Peapack Private Family Office Services provides integrated and objective financial, investment, and tax advice for ultra-high net worth individuals and their families.

Key Responsibilities

• Ownership and responsibility for client meetings, communications and relationship management including various meeting follow-up items.
• Review of financial schedules and presentations for meetings with the client base, including Statement of Net Worth, Investment Asset Allocation, Stock Awards, and other performance related schedules.
• Implements and assists with the oversight of clients' investment management process.
• Knowledge and ability to prepare analyses on the elements of a financial plan including, risk, investment, tax, and estate planning.
• Research various financial, investment, tax and estate planning issues.

Direct Reports

Client Advisor II, Client Advisor III, Financial Analyst I

External and Vendor Relationships

Custodians, CPAs, Attorneys, 3rd party investment managers

Required Qualifications

Desired

Benefits Overview

We offer a competitive compensation package, a generous paid time off program, comprehensive medical, dental and vision coverage, maternity / paternity leave, education reimbursement, wellness programs and more. We also offer participation in an Employee Stock Purchase Program and a 401K with a generous match. The approximate pay range for this position is $168,812 to $250,000, plus an opportunity to earn performance-based incentives. Please note that the pay range provided is a good faith estimate for the position at the time of posting. Final compensation may vary based on factors including, but not limited to knowledge, skills and abilities, as well as geographic location.

Note : Incentives and / or benefits packages may vary depending on the position. Equal Opportunity Employer M / F / Individuals with Disabilities / Veteran Status (EOE) (AA). Peapack-Gladstone Bank commits to hiring returning veterans. Minimum Salary : 34320.00 Maximum Salary : 34320.00 Salary Unit : Yearly