Director, Private Wealth

D.A. Davidson; Quinte West; On-site; CAD 269,000 - 347,000; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) and ESOP

Generous leave

Paid holidays

Professional development

Tuition reimbursement

Charitable gift-matching

Davidson Day of Giving

Job summary

D.A. Davidson is seeking a Director of Private Wealth to lead advanced planning and business development for ultra-high-net-worth clients. You will guide Financial Advisors, deepen relationships, and turn sophisticated strategies into measurable growth and new assets.

Expect to identify UHNW opportunities, lead strategic planning, and deliver advisor programs. Travel across the Davidson branch footprint may be required; strong leadership and CPA/CFP type credentials are preferred.

Qualifications

• Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
• Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
• Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.

Responsibilities

• Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
• Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
• Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
• Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
• Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.

Skills

Leadership

Business development

Advisor consultation

Public speaking

Content development

Project management

Communication

Travel readiness

Education

Bachelor’s degree

Juris Doctor

CPA

CTFA

CFP® designation

Tools

eMoney

Financial planning platforms

Job description

D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.

Job Description

D.A. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. We bring integrity, sound judgment, and exceptional service to every client and colleague relationship.

As Director of Private Wealth, you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets.

Primary Qualifications:

• Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field.
• Proven leadership skills, with the ability to guide teams, influence stakeholders, and advance strategic initiatives.
• Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and opportunity cultivation.
• Juris Doctor, CPA, CTFA, or CFP® designation strongly preferred.
• Series 7 and 66, or Series 7, 63, and 65, required within the first four months of employment.
• Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients.
• Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered.
• Expertise with eMoney and familiarity with other financial planning platforms and technology.
• Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios.
• Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams.
• Ability to travel across the Davidson branch footprint, sometimes on short notice.

Primary Duties:

• Identify and cultivate UHNW opportunities through advisor partnerships, client engagement, centers of influence, and targeted business development.
• Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership.
• Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution.
• Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition.
• Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies.

What we offer:

Competitive salary plus excellent benefits and perks including, but not limited to:

• Medical, Dental and Vision
• Company 401(k)and ESOP contribution
• Generous sick, vacation, and maternity/parental leave
• Paid holidays
• Professional Development Opportunities
• Tuition Reimbursement ($15,000 lifetime cap)
• Charitable gift-matching program
• Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work.

The potential base pay hiring range for this role is $190,000 - $245,000. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate.

$190,000 - $245,000 a year

At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.

We are an equal opportunity employer committed to a diverse and inclusive workplace. We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. We provide reasonable accommodations throughout the application and interview process, for essential job functions, and for access to employment benefits and privileges. Please contact us to request an accommodation.

We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges. Please contact us to request accommodation.

ACKNOWLEDGMENT

Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.