Associate Director, Client Relationships and Growth

Jersey Finance Limited; Illinois; On-site; USD 140,000 - 200,000; Full time

Job summary

Crestbridge Fiduciary is seeking an Associate Director, Client Relationships and Growth to lead strategic client engagement with UHNW families and trusted advisers in the US market. In this role, you will nurture existing relationships, win new business, coordinate proposals, and oversee onboarding while ensuring exceptional service delivery across a complex family office portfolio.

Ideal candidates bring substantial experience in wealth planning or private banking, plus a proven track record in

Qualifications

• Background working with UHNW individuals as wealth planner, lawyer, trustee, or private banker.
• Strong client relationship management and business development skills.
• Ability to manage complex family office portfolios.

Responsibilities

• Support growth of Crestbridge Fiduciary client base.
• Develop relationships with existing and potential clients and intermediaries.
• Coordinate proposals and new business pitches.
• Manage onboarding of new clients and liaise with administration teams.
• Promote client service excellence across the firm.

Skills

UHNW relationships

Business development

Relationship management

Cross-functional collaboration

Job description

Associate Director, Client Relationships and Growth

Find out more

Overview

Crestbridge Fiduciary Type: Permanent Sector: Wealth management Reference: AD_CRG_0926

About Us

Crestbridge Fiduciary is a privately-owned and independent fiduciary services provider. Our specialist team work alongside HNW and UHNW individuals and families, providing a comprehensive and sophisticated global platform for protecting and structuring wealth. We offer a truly multi- jurisdictional service accommodating even the most complex cross-border structures, supported from our offices in Jersey and the USA.

Since our establishment in 2013, we have enjoyed sustained growth by building enduring, collaborative relationships with a strong network of clients and intermediaries delivered by a focused, senior, and highly technical team who lead our growth strategy.

As our firm continues to expand, we want to share our knowledge and expertise with like-minded individuals who thrive on building professional networks, connecting with new contacts, and, above all, delivering service excellence to our clients.

To succeed in this role, candidates will need a background in working with UHNW individuals as a wealth planner, lawyer, trustee or private banker and gain satisfaction from a role that blends using their technical expertise to relationship-manage a complex client portfolio with the excitement of developing and winning new business.

The Role

You will play a key role in supporting the growth of the client base of Crestbridge Fiduciary by working closely with our Directors, CEO and Marketing and Business Development team to develop existing and new client and intermediary relationships. You will help to build the new business pipeline by developing relationships with existing and potential new clients and coordinating proposal documentation and new business pitches. You will manage the onboarding of new clients and support our administration teams to ensure opportunities to develop existing client relationships or win new business are identified and handled appropriately.

In addition, you will act as relationship manager on a portfolio of complex family office clients, proactively managing and pre-empting client needs to drive client service delivery. As a role model and ambassador for Crestbridge Fiduciary, you will promote a client service mentality and strong business development culture across the business and maintain and, at all times exercising accountability to the Board and relevant stakeholders and applying skill and care in delivering your duties.