Senior Private Wealth Director
About the Opportunity
A highly respected boutique advisory firm is seeking an experienced private wealth professional to join its leadership team supporting ultra-high-net-worth individuals, families, and institutional relationships. This role is ideal for someone who thrives in a fast-paced, high-touch environment and enjoys delivering sophisticated financial, investment, estate, and planning solutions for complex client needs. The firm offers a collaborative and entrepreneurial culture where professionals are empowered to make an impact, build trusted client relationships, and work closely with senior leadership across investments, operations, and client advisory functions.
Position Overview
The Senior Private Wealth Director will oversee a select group of complex client relationships while coordinating internal resources to deliver a comprehensive family office experience. This individual will serve as a trusted advisor to clients and as a strategic leader internally, ensuring exceptional service execution across investment management, planning, reporting, tax coordination, and day-to-day family office needs.
Key Responsibilities
- Manage and deepen relationships with high-net-worth and ultra-high-net-worth clients, acting as a primary point of contact for ongoing advisory needs.
- Coordinate across investment, planning, operations, and service teams to deliver seamless client solutions.
- Provide guidance related to wealth strategy, retirement planning, estate considerations, tax coordination, and portfolio structure.
- Lead preparation for client meetings, presentations, and follow-up deliverables.
- Oversee portfolio implementation, rebalancing activity, liquidity planning, and cash management needs.
- Support onboarding of new client relationships, including account setup, custodial coordination, reporting infrastructure, and investment policy documentation.
- Review client reporting, performance materials, and customized communications.
- Partner with outside professionals such as attorneys, accountants, and trustees to support client objectives.
- Contribute to internal strategic initiatives, management discussions, and process improvements.
Qualifications
- 10+ years of experience within wealth management, family office, private banking, estate planning, or related advisory environments.
- Strong understanding of portfolio management, planning strategies, client service, and sophisticated wealth structures.
- Proven ability to manage multiple priorities, deadlines, and high-expectation client relationships.
- Excellent communication skills with strong writing and presentation capabilities.
- Detail-oriented, proactive, and highly collaborative mindset.
- Strong technical skills including Excel, CRM systems, and portfolio reporting platforms.
- Bachelor’s degree required. Series 65 or equivalent preferred. Advanced designations such as CFP, CFA, CPA, MBA, JD, or similar are highly valued.
Why Consider This Role
- High-visibility position with direct exposure to sophisticated clients and leadership
- Opportunity to work on complex and intellectually engaging client situations
- Collaborative, growth-oriented culture
- Broad scope across investments, planning, and family office services
- Strong long-term career trajectory within a premier boutique environment
