Director, Wealth Advisory

Collaborative Capital Advisors•New York, NY

23h•$125,000 - $175,000•Hybrid

About The Position

The Wealth Advisor manages client relationships directly or in partnership with a senior leader and guides the full advisory cycle—from onboarding and financial planning to ongoing investment reviews and ad hoc advice. With significant autonomy, this role serves as a key leverage point for firm leadership, enabling executives to focus on the firm’s largest and most complex households. The Wealth Advisor also connects the Advisory, Investment, and Operations teams and partners with leadership to help grow and strengthen the business. This role is ideal for an advisor with experience working with ultra-high net worth clients. This successful candidate combines deep financial planning and investment expertise with the judgment, ownership and mentorship instincts to help set the standard for client service in a boutique, high-touch environment.

Requirements

6-10 years of client-facing advisory experience in wealth management, private wealth, or a family office setting
Demonstrated ability to independently manage a book of high-net-worth client relationships
Deep financial planning expertise across investments, tax, estate, and risk
Strong understanding of portfolio construction, investment policy statements, and portfolio monitoring
Exceptional written and verbal communication and client-facing presence
High integrity, discretion, and a client-first mindset
Experience mentoring or overseeing junior advisory staff
Proficiency with Microsoft Office; experience with custodial platforms (e.g., Schwab Advisor Center) and CRM or reporting tools (e.g., Wealthbox, Addepar)
Bachelor’s degree in business, finance, or related field
Comfort with in-office setting (4 days in office, 1 day remote)

Nice To Haves

CFP, CFA, or advanced degree preferred

Responsibilities

Manage or co-manage client relationships, often directly and independently, operating with autonomy across many engagements
Manage the full advisory cycle, including client onboarding, financial plan development, ongoing reviews, and ad hoc guidance
Serve as a leverage point on client relationships, freeing firm leadership to focus on the largest and most complex households
Partner with firm leadership on the most complex clients while driving client satisfaction and retention efforts
Build and maintain comprehensive financial plans across investments, coordinating with the Investment team on portfolio alignment and with the Family Office team and outside professionals (CPAs, estate attorneys) on implementation
Monitor portfolio drift, tax-loss harvesting opportunities, and client-specific constraints (concentrated positions, restricted securities, ESG preferences) to keep individual portfolios aligned with each client’s investment policy statement
Act as a cross-functional connector across the Advisory, Investment, and Operations teams to drive execution on firm priorities
Serve as a working partner to the leadership team in building the business; contribute to and help shape strategic initiatives and firm priorities
Provide practitioner insight to inform operating model decisions and client strategy
Engage directly with the firm’s technology and operational infrastructure; partner with the COO to evaluate, implement, and optimize the technology stack supporting the advisory business — defining requirements, testing solutions, and driving adoption across the firm
Provide quality control oversight on the junior team’s client-facing work before materials reach clients
Serve as a mentor to Wealth Advisory Associates, setting the standard for client interaction
Contribute to business development through relationship cultivation, strategic introductions, and participation in prospect development