3 дня назад
Director, Private Client Services
124 343 - 211 384$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Director, Private Client Services (Wealth Management): Advising ultra-high-net-worth clients with investible assets of $5MM or greater through integrated investment management, fiduciary, planning, trust, credit, and depository solutions with an accent on wealth preservation and complex family and business needs. Focus on acquiring and retaining clients, building holistic multigenerational wealth strategies, and solving sophisticated financial challenges through cross-functional collaboration.
Location: Onsite in Denver, Colorado, at the Cherry Creek Regus Executive Office Suite; unrestricted US work authorization required, with no future sponsorship
Salary: $124,343–$211,384 USD annually
Company
is a banking organization providing wealth management, financial planning, trust, investment, credit, and depository services.
What you will do
- Serve as a trusted advisor to ultra-high-net-worth clients and prospects, typically with investible assets of $5MM or greater.
- Drive new client acquisition through networking, partnerships, referrals, industry events, and centers of influence.
- Develop business development plans, manage a qualified pipeline, and expand existing client relationships.
- Deliver integrated investment management, fiduciary advice, asset management, financial planning, business succession, credit, and depository solutions.
- Partner with Trust, Planning, Investment, and other specialist teams to address multigenerational wealth needs.
- Comply with bank policies, applicable laws, FINRA and SEC regulations, and the BSA/AML Program.
Requirements
- Bachelor’s degree required; MBA preferred.
- 10+ years of experience in wealth management.
- Deep expertise in investment management, trust, estate planning, or business succession planning.
- Proven business development and relationship management experience.
- Ability to advise clients with highly complex and sophisticated financial relationships.
- Unrestricted US work authorization required; future sponsorship is not available.
Culture & Benefits
- Onsite environment focused on collaboration, mentorship, innovation, and professional growth.
- Medical, dental, and vision insurance.
- 401(k) with matching contributions.
- Time-off programs, health savings account, and dependent care support.
- Tuition assistance, growth opportunities, and short- and long-term disability insurance.
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