Director II, Family Office Solutions

About the Role Director II, Family Office Solutions leads and cultivates UHNW client relationships, acting as a strategic advisor and coordinator across wealth management. The role drives organic growth through retention, expansion, and sourcing new relationships, interfacing with C-Suite executives to deliver tailored financial solutions.

What You'll Do

• Lead and cultivate complex UHNW client relationships, serving as trusted advisor and coordinator across wealth management
• Drive organic growth through client retention, expansion, and sourcing new relationships
• Interface with C-Suite executives to provide tailored financial solutions for complex needs
• Cultivate deep, long-term relationships and serve as central point of contact for UHNW clients
• Develop referrals and leads from internal and external sources including centers of influence
• 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 for UHNW clients
• Orchestrate specialists to provide holistic financial 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
• Review accounts to determine banking, investment and advisory needs; anticipate opportunities to enhance client relationships
• Contribute to organic growth by expanding current relationships and sourcing new ones
• Actively participate in the development of new and integrated solutions to meet UHNW client needs
• Bring in experts when appropriate and close deals; ensure smooth delivery of new services
• Incorporate digital solutions and capabilities to enhance the client experience

What We're Looking For

• In-depth knowledge of Wealth Planning and UHNW wealth management
• Expertise in the UHNW wealth management industry, including awareness of competition
• Knowledge of investments, banking, trust and financial consulting concepts
• Ability to interface with C-suite executives and coordinate across multiple experts to deliver comprehensive solutions