Evercore Wealth Management Battle Card

🚀 Battle Card: Evercore Wealth Management

• Kait Oliveira, Managing Director, Portfolio Manager · 🔗 [LinkedIn](https://www.linkedin.com/company/evercore-wealth-management/)

• A top-tier wealth firm just reinforced its UHNW advisory bench to handle $14.4 B AUM growth and intergenerational planning demands → Source

• Complex, customized wealth planning workflows

• High-touch client engagement across generations

• Primary: Advanced portfolio analytics tool → streamline tailored strategy delivery

• Expansion: Client engagement platform → boost proactive communication and trust

• HQ: New York, NY

• Employees: ≈ 200

• Rev: ≈ $115 M

• Website: [evercorewealthandtrust.com](https://www.evercorewealthandtrust.com)

🤼 Competitive Intel

• Workday — HCM / HRIS
• Unique edge: Unified global HR, payroll & talent suite
• Evaluated by HR Dir. for scalability

• BambooHR — HRIS for mid-market
• Unique edge: Easy setup, intuitive UX
• Evaluated by Talent Acquisition for user adoption

• Greenhouse — Recruiting ATS
• Unique edge: Best-in-class interview orchestration
• Evaluated by Recruiting Lead for pipeline efficiency

• SmartRecruiters — Talent acquisition
• Unique edge: Marketplace of integration partners
• Evaluated by CHRO for ecosystem fit

• ADP — Payroll & HR
• Unique edge: Comprehensive payroll compliance
• Evaluated by Finance for regulatory coverage

✅ Do-Now Checklist

Next Step

🧠 Copy My Prompt for Personalized Cold Outreach

────────────────────────────
✏️ YOUR COMPANY
────────────────────────────
OUR_COMPANY   = ❑<your company>❑
OFFER_BRIEF   = ❑<1-line value>❑
PROOF_METRIC  = ❑<metric>❑
CTA_STYLE     = ❑quick_call | case_study❑
TONE          = ❑friendly | punchy❑

────────────────────────────
📌 TARGET COMPANY
────────────────────────────
NAME        = Kait
COMPANY     = Evercore Wealth Management
DEPT        = Portfolio Management
SIZE        = ≈ TBD
BOTTLENECK  = complex, customized wealth planning workflows
EVENT       = Named Managing Director & Portfolio Manager
DETAIL      = appointment as Managing Director, Portfolio Manager
PAIN        = complex, customized wealth planning workflows
SRC         = http://cts.businesswire.com/ct/CT?id=ftfLlWd9aZbF2NXfwppam3Bd664=&newsLang=en&newsId=20251001721308&div=41152219
SIM_CO      = ≈ TBD
WIN_METRIC  = ≈ TBD
NEXT_SIZE   = ≈ TBD
EMP_EST     = ≈ 200
REV_EST     = ≈ $115 M

────────────────────────
TASK FOR CHATGPT
────────────────────────
Role: “NewsletterForLeads SDR-Assist”.

Validate any ≈ guesses via SRC.

EMAIL  (keep breaks):
Subject: ≈ TBD-person Portfolio Management

Kait—noticed your Portfolio Management team is ≈ TBD.

That’s when complex, customized wealth planning workflows slows growth.

We helped ≈ TBD fix this with <1-line value>.

Result: ≈ TBD.  
Quick call?

PS—next bottleneck hits ≈ TBD.

DM ≤45 words, TONE:
Saw your post about appointment as Managing Director, Portfolio Manager — complex, customized wealth planning workflows.  
<1-line value>. <metric>.  
Quick chat?```