Private Wealth Director

Location: Atlanta, Georgia, United States; full-time, office-based role.

Company

Global financial services organization providing wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.

What you will do

• Build and manage deep, long-term client relationships as the central advisor for complex financial needs.
• Develop referrals, new business leads, and new client relationships through internal and external networks.
• Understand client family dynamics, financial objectives, and philanthropic goals.
• Coordinate specialists to design and implement integrated wealth management strategies covering investments, credit, banking, insurance, charitable giving, wealth transfer, and tax services.
• Review client accounts, identify advisory and banking opportunities, close sales, and support the delivery of new services.
• Use digital capabilities to improve the client experience and respond to evolving client needs.

Requirements

• Bachelor’s degree or equivalent in business administration, finance, economics, or a related field.
• 10–15 years of industry experience, including substantial relationship management and portfolio management experience.
• Broad knowledge of investment management, tax planning, estate planning, and family governance.
• Strong communication, presentation, relationship management, negotiation, and influencing skills, with high emotional intelligence.
• Series 7 and Series 63 licenses are required.
• Must be authorized to work in the United States without current or future employment-based visa sponsorship.

Nice to have

• MBA or other postgraduate degree.
• Professional certification such as CFP, CPA, CFA, CTFA, or CFM.

Culture & Benefits

• Flexible and collaborative work culture.
• Opportunities for internal mobility and access to senior leaders.
• Inclusive workplace focused on supporting client and community needs.
• Strong emphasis on philanthropy and community engagement.
• Reasonable accommodations are available throughout the employment process.