Private Wealth Director

About the role

The Private Wealth Director leads and cultivates client relationships across the Wealth Advisory and Private Client Advisory segments. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping clients navigate complex financial needs.

Responsibilities

• Cultivate and manage deep, long-term relationships with clients, serving as the central point of contact and trusted advisor for complex financial needs.
• Develop referrals and new business leads from internal and external sources, including centers of influence working with clients.
• Build a strong understanding of each client's unique family dynamics, financial goals, and philanthropic aspirations.
• Partner with a team of experts to develop and implement customized Wealth Management strategies.
• Orchestrate specialists to deliver holistic financial services, including wealth structuring, credit facilities, banking, asset management, budgeting, insurance, charitable giving, wealth transfer, and tax services.
• Create tailored meeting agendas, presentations, and relationship timelines that provide proactive, targeted advice aligned to short-, medium-, and long-term client goals.
• Review client accounts to assess banking, investment, and advisory needs; anticipate and create opportunities to enhance client relationships.
• Expand existing client relationships and source new ones.
• Engage subject-matter experts, when appropriate, and close sales opportunities.
• Ensure smooth delivery of new services and communicate emerging client needs.
• Incorporate digital solutions and capabilities to enhance the overall client experience.

Requirements

• Broad understanding of Wealth Management principles, including investment management, tax planning, estate planning, and family governance.
• Proven ability to work across multiple disciplines and synthesize complex financial information.
• Outstanding communication skills with the ability to translate technical concepts for a variety of audiences.
• Strong relationship management capabilities and high emotional intelligence.
• Exceptional interpersonal, verbal, written, and presentation skills with the ability to influence and negotiate effectively.

Qualifications

• 10–15 years of industry experience, including significant experience in relationship management and portfolio management.
• Bachelor’s degree or equivalent in a relevant field (Business Administration, Finance, Economics).
• MBA or post-graduate degree preferred.
• Professional certifications preferred (CFP, CPA, CFA, CTFA, CFM).
• Series 7 and 63 licenses required.