Private Wealth Director
About The Position
The Private Wealth Director leads and cultivates client relationships for Wealth Advisory and Private Client Advisory segments. This role serves as a trusted strategic advisor and coordinator across all aspects of wealth management, helping clients navigate complex financial needs. The Director drives organic growth through client retention and expansion, as well as sourcing new relationships. The position works with teams of experts to develop and implement customized wealth management strategies and coordinates holistic services such as wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services. It develops tailored meeting agendas and presentations with proactive, targeted advice aligned to clients’ short-, medium-, and long-term goals. The Director also reviews accounts to identify client needs and opportunities, supports development of integrated solutions, coordinates delivery of new services, and incorporates digital capabilities to improve the client experience.
Requirements
- Degree or equivalent in a relevant field, such as Business Administration, Finance, or Economics.
- 10–15 years of industry experience, including significant experience in relationship management and portfolio management.
- Broad understanding of wealth management principles, including investment, tax planning, estate planning, and family governance.
- Proven ability to work across multiple disciplines and synthesize complex information.
- Outstanding communication skills and ability to translate technical concepts for different audiences.
- Strong relationship management capabilities and high emotional intelligence.
- Exceptional interpersonal, verbal, written, and presentation skills, with ability to influence and negotiate.
- Series 7 and 63 required.
Nice To Haves
- MBA or post-graduate degree.
- CFP, CPA, CFA, CTFA, or CFM certificate.
Responsibilities
- Cultivate and manage deep, long-term client relationships, serving as the central point of contact and helping clients navigate complex financial needs.
- Develop referrals and leads from internal and external sources, including centers of influence working with clients.
- Understand each client’s family dynamics, financial goals, and philanthropic aspirations.
- Work with a team of experts to develop and implement customized wealth management strategies.
- Coordinate specialists delivering holistic services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
- Develop tailored meeting agendas and presentations with proactive, targeted advice and a relationship timeline that supports client goals in the short, medium, and long term.
- Review accounts to determine clients’ banking, investment, and advisory needs; anticipate and create opportunities to enhance client relationships.
- Contribute to organic growth by expanding existing relationships and sourcing new ones.
- Participate in developing new and integrated solutions to meet client needs.
- Bring in experts when appropriate and close sales.
- Ensure smooth delivery of new services and communicate emerging needs.
- Incorporate digital solutions and capabilities to enhance the client experience.
Benefits
- Retirement benefits, including a 401(k) and pension.
- Medical, dental, vision, spending accounts, and disability benefits.
- Paid time off.
- Parental and caregiver leave.
- Life and accident insurance.
- Other voluntary and well-being benefits.
- Discretionary bonus program that may include an equity component.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
