Sr Director of Family Wealth

Columbia Bank•Phoenix, AZ

5d•Onsite

About The Position

Columbia Trust Company is building a dedicated Multi-Family Office (MFO) practice for ultra-high-net-worth clients, using Columbia's Oregon trust charter and expanded fiduciary and custodial capabilities. The role is described as a senior individual-contributor position on the investment team, responsible for portfolio construction, manager research, and direct client-facing investment advice for a subset of the MFO's most complex 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 position builds and manages customized UHNW portfolios, researches and monitors investment managers, and advises clients directly. It supports business development, provides technical guidance to junior investment staff, contributes to investment policies and governance documentation, and helps select and use portfolio management, performance-reporting, and risk-analytics tools. It also ensures portfolio activity and recommendations meet fiduciary, trust, regulatory, and bank compliance standards. The role is based onsite at 2155 W Pinnacle Peak Rd, Phoenix, AZ 85027. The stated base pay range is $175,000 to $275,000, with potential eligibility for performance-based incentive compensation. Benefits include healthcare coverage, retirement savings, insurance, tuition assistance, paid leave, and other resources, subject to eligibility requirements.

Requirements

MBA required.
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.
Frequent travel is required.
Ability to work fully onsite at the posted location.

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, accounting for concentrated positions, closely held business interests, real estate, and philanthropic vehicles.
Implement the MFO's strategic and tactical asset allocation framework at the client level, 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 contact for a book of UHNW relationships, often in partnership with a relationship manager or wealth strategist.
Prepare and deliver investment reviews, market commentary, and portfolio recommendations to clients and their outside advisors.
Support new business development through 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.
Maintain knowledge of applicable regulations and bank policies, complete required training, and comply with bank procedures.
May coach, mentor, or train others and teach coursework as a subject matter expert.
Demonstrate and foster Columbia's corporate culture, take initiative, and serve as a positive example.
May perform other duties as assigned.

Benefits

Medical, dental, and vision coverage
401(k) retirement savings plan with employer match for qualifying associate contributions
Employee assistance program
Life insurance
Disability insurance
Tuition assistance
Mental health resources
Identity theft protection
Legal support
Auto and home insurance
Pet insurance
Online discount marketplace
Paid vacation
Paid sick days
Paid volunteer days
Paid holidays
Potential performance-based incentive compensation