Private Wealth Director
About this role
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
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