Director, Private Client Services

First National Bank•Fort Collins, CO

1d•$126,830 - $215,612•Onsite

About The Position

The Director, Private Client Services serves as a trusted advisor to ultra-affluent clients and prospects, typically those with more than $5 million in investible assets and sophisticated, complex needs. In a team-led approach, the advisor works with families and business owners at every life stage to address banking, long-term planning, wealth preservation, and multi-generational wealth needs. The Family Office provides services ranging from holistic governance and planning to family education and concierge services. The role collaborates with Trust, Planning, Investment, and other specialist teams to deliver personalized education, advice, guidance, and solutions. Services include investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services. The advisor deepens customer relationships through a thorough understanding of individual needs and a commitment to fiduciary standards, while growing and retaining relationships and contributing to segment goals and profitability. The Director also leads business development activities to acquire UHNW clients, expand existing relationships, and build a strong pipeline. The role requires professional conduct, collaborative relationships, and compliance with bank policies, applicable laws, FINRA and SEC regulations, and the bank’s BSA/AML Program.

Requirements

Bachelor’s degree.
10 or more years of experience in the Wealth Management industry.
Specialized depth or breadth of expertise in a Wealth Management discipline or field.
Significant experience in one or more of Investment Management, Trust, Estate Planning, or Business Succession Planning.
Successful business development activities and effective relationship management experience.
Ability to provide investment advice and guidance to customers with highly complex and sophisticated relationships.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the finance industry and the local, state, national, and global economy.
Ability to listen attentively to customers’ needs and deliver comprehensive solutions.
Ability to communicate confidently with ultra-affluent customers and prospects, demonstrating poise, conviction, and executive presence.
Exceptional verbal and written communication skills, including the ability to deliver advanced communications, presentations, and recommendations to internal and external audiences at all levels.
Flexibility to accommodate client meetings before or after normal business hours.

Nice To Haves

MBA.
State Life, Accident & Health, and Variable Contract insurance licenses.
Certifications or degrees such as CRPC, CFP, CPA, CFA, CWS, CTFA, CFM, MBA, or JD.
Ability to earn an applicable accreditation.

Responsibilities

Advise, guide, and deliver long-term planning and investment solutions to customers using specialty resources and a team-led approach.
Coordinate with Trust, Planning, Investment, and other specialist teams to identify and meet customers’ holistic family needs.
Provide personalized education, advice, guidance, and solutions across investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services.
Build a deep understanding of customer needs and broaden the scope of customer relationships while adhering to fiduciary standards.
Grow and retain Wealth Management relationships using relationship skills, sales strategies, and internal and external referral sources.
Take accountability for Individual Segment business results and profitability objectives.
Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
Develop and execute a business development plan to grow the UHNW client base and increase share of wallet with existing relationships.
Participate in industry events, conferences, and thought leadership initiatives to raise the organization’s profile and attract business.
Leverage internal and external centers of influence, including investment bankers, attorneys, and accountants, to identify UHNW prospects.
Maintain a pipeline of qualified leads and follow up regularly to convert opportunities into long-term relationships.
Exhibit professional behavior and promote positive working relationships.
Comply with bank policy, applicable laws, FINRA and SEC regulations, and the bank’s BSA/AML Program.