Director, Private Wealth

D.A. Davidson•Salt Lake City, UT

About The Position

D.A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. The Director of Private Wealth leads advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets. The role advances strategic planning and business development for Davidson Private Wealth, supports advisor engagement through consultation, education, and field partnership, and builds differentiated planning capabilities, resources, and client deliverables for complex needs.

Requirements

Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients.
Expertise with eMoney and familiarity with other financial planning platforms and technology.
Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams.
Ability to travel across the Davidson branch footprint, sometimes on short notice.

Nice To Haves

Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered.

Responsibilities

Identify and cultivate ultra-high-net-worth opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.