Sr Director of Family Wealth

Columbia Bank•Phoenix, AZ

7d•$175,000 - $275,000•Onsite

About The Position

Columbia Trust Company is building a dedicated Multi-Family Office practice for ultra-high-net-worth clients, using Columbia’s Oregon trust charter and expanded fiduciary and custodial capabilities. The role is a senior individual contributor on the investment team, responsible for portfolio construction, manager research, and direct investment advice for a subset of the practice’s most complex client relationships. It works closely with the Head of Investments to execute the investment philosophy and serves as a key deputy as the practice grows. The role builds and manages customized portfolios, conducts public- and private-market manager research, advises a book of UHNW clients, supports business development, and contributes to investment governance and platform development. It also mentors junior staff and ensures portfolio activity and recommendations meet applicable trust, fiduciary, regulatory, and bank requirements. The position is fully onsite at 2155 W Pinnacle Peak Rd, Phoenix, AZ 85027, and requires frequent travel. The base pay range is $175,000 to $275,000; the role may also be eligible for performance-based incentive compensation.

Requirements

MBA required.
At least 15 years of investment experience in a multi-family office, private bank, RIA, or institutional asset management setting, with direct UHNW or high-net-worth client exposure.
Significant experience advising high-net-worth and ultra-high-net-worth individuals, families, executives, and business owners.
Demonstrated ability to lead sophisticated wealth planning and family office engagements involving multiple professional disciplines.
Strong understanding of estate planning, trusts, taxation, investment management, business succession, philanthropy, and multigenerational wealth planning.
Demonstrated success leading and developing high-performing professional teams.
Strong business-development orientation and ability to translate advisory expertise into measurable client and organizational growth.
Exceptional executive communication and presentation skills, including the ability to work effectively with senior executives, business owners, wealthy families, attorneys, CPAs, and other sophisticated advisors.
Ability to work fully onsite at the posted location.
Frequent travel.

Nice To Haves

CFP®, CFA®, CPWA®, CEPA®, CTFA, or another advanced trust or estate planning designation.

Responsibilities

Build and manage customized investment portfolios for UHNW households, incorporating concentrated positions, closely held business interests, real estate, and philanthropic vehicles.
Translate the MFO’s strategic and tactical asset allocation framework into client-level implementation, including rebalancing, tax-aware transitions, and cash flow planning.
Monitor portfolio risk, drift, and performance against investment policy statement targets and benchmarks.
Conduct due diligence on public- and private-market managers and maintain research coverage within assigned asset classes.
Participate in the Investment Committee’s manager approval and ongoing monitoring process.
Support sourcing and evaluation of alternative investment and co-investment opportunities.
Serve as a senior investment point of contact for a book of UHNW client relationships, often alongside a relationship manager or wealth strategist.
Prepare and deliver investment reviews, market outlook commentary, and portfolio recommendations to clients and their outside advisors.
Support new business development, including finalist presentations and prospect portfolio proposals.
Mentor and provide technical guidance to research analysts and junior investment staff.
Contribute to investment policy, capital markets assumptions, and governance documentation under the Head of Investments.
Support selection and use of portfolio management, performance reporting, and risk analytics tools.
Ensure portfolio activity and client recommendations comply with trust, fiduciary, and regulatory standards under Columbia’s Oregon trust charter.
Partner with Legal, Compliance, and Risk on documentation, conflicts management, and exam readiness for assigned relationships.
Comply with bank regulations, policies, procedures, and required training; maintain working knowledge of applicable regulations and written policies, including Bank Secrecy Act, Regulation CC, Regulation E, and Bank Security requirements.
Coach, mentor, or train others and teach coursework as a subject matter expert when asked.
Demonstrate and foster Columbia’s corporate culture, take personal initiative, set a positive example, and support the vision to become the “Business Bank of Choice.”
Perform other duties as assigned.

Benefits

Medical, dental, and vision coverage for eligible associates.
401(k) retirement savings plan with employer match for qualifying associate contributions.
Employee assistance program.
Life insurance and disability insurance.
Tuition assistance.
Mental health resources.
Identity theft protection.
Legal support.
Auto and home insurance.
Pet insurance.
Access to an online discount marketplace.
Paid vacation, sick days, volunteer days, and holidays.
Performance-based incentive compensation may be available.