Private Wealth Director

Job title: Private Wealth Director

About the Role The Private Wealth Director cultivates and manages deep, long-term client relationships, serving as the central point of contact and helping navigate complex financial needs. You will work with a team of experts to develop and implement customized Wealth Management strategies for clients.

What You'll Do

• Cultivate and manage deep, long-term client relationships, serving as the central point of contact and helping navigate complex financial needs
• Develop referrals and leads from internal and external sources including centers of influence working with clients
• Understand each client’s unique family dynamics, financial goals, and philanthropic aspirations
• Work with team of experts to develop and implement customized Wealth Management strategies for 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 to fulfill client goals in the short, medium and long term
• Review accounts to determine the banking, investment and advisory needs of clients; anticipates and creates opportunities for enhancing the client relationships
• Contribute to organic growth by expanding current relationships and sourcing new ones
• Actively participates in the development of new and integrated solutions to meet client needs
• Bring in experts, when appropriate, and closes the sales
• Ensure smooth delivery of new services and communicates emerging needs
• Incorporate digital solutions and capabilities to enhance the client experience

What We're Looking For

• 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 with ability to translate technical concepts for various audiences
• Strong relationship management capabilities and high emotional intelligence
• Exceptional interpersonal, verbal, written, and presentation skills with ability to influence and negotiate
• Degree or equivalent in a relevant field (Business Administration, Finance, Economics)
• 10 - 15 years industry experience, including significant experience in relationship management and portfolio management
• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificate preferred
• Series 7 and 63 required

Nice to Have

• MBA or Post-Graduate Degree preferred
• CFP, CPA, CFA, CTFA, CFM certificates preferred

Compensation & Benefits

• Salary range: $236,555 - $414,115 USD annually
• Comprehensive benefits package including retirement benefits (401k and pension), health and welfare benefits (medical, dental, vision, spending accounts and disability), paid time off, parental and caregiver leave, life & accident insurance, and other voluntary and well-being benefits
• Discretionary bonus program that may include an equity component