Director, Private Client Services

Jobtailor; Colorado; On-site; USD 180,000 - 350,000; Full time

Job summary

Jobtailor in Colorado seeks an experienced Wealth Manager to deliver bespoke investment management and fiduciary guidance to ultra-affluent clients. You will drive strategic networking, build trust, and expand relationships across family and business-owner clients.

You will coordinate with Trust, Planning, and Investment teams to deliver holistic solutions, ensuring compliance with FINRA/SEC and BSA/AML. Excellent communication and executive presence are essential.

Qualifications

• Bachelor’s degree required; MBA preferred.
• 10+ years of experience in Wealth Management.
• Deep expertise in Wealth Management with experience in Investment Management, Trust, Estate Planning, or Business Succession Planning.
• Proven track record in business development and relationship management.
• Ability to provide Investment advice and guidance to clients with highly complex and sophisticated relationships.
• Ability to work collaboratively within a team.
• Strong knowledge of the Finance industry and the local, state, national and global economy.
• Excellent listening skills to understand client needs and deliver a comprehensive client solution.
• Ability to communicate confidently with ultra-affluent clients and prospects, demonstrating poise and executive presence.

Responsibilities

• Serve as a trusted advisor to ultra-affluent clients and prospects with investible assets of $5MM or greater
• Support families and business owners through banking, planning, and wealth preservation needs
• Drive new client acquisition through strategic networking, partnerships, referrals, events, and thought leadership
• Develop and execute a business development plan to grow the client base and expand existing relationships
• Maintain a robust pipeline of qualified leads and follow up to convert opportunities into long-term relationships
• Develop and maintain trusted advisor relationships with UHNW clients through exceptional service and proactive communication
• Broaden client relationships through a deep understanding of individual needs while maintaining fiduciary standards
• Provide personalized education, advice, guidance, and solutions across investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services
• Leverage specialty resources and surround clients with a team of experts to manage and preserve multi-generational wealth
• Interpret business challenges and recommend current and future solutions
• Partner with Trust, Planning, and Investment teams to deliver holistic solutions
• Apply functional and technical knowledge to solve complex problems and identify innovative solutions
• Exhibit professional behavior and promote positive working relationships
• Contribute to a collaborative culture prioritizing client outcomes and team success
• Understand and comply with bank policies, laws, FINRA / SEC regulations, and the BSA/AML Program

Skills

Wealth Management

Business Development

Relationship Management

Investment Management

Fiduciary Standards Compliance

Executive Presence

Client Acquisition

Education

Bachelor’s degree

MBA

Job description

• Serve as a trusted advisor to ultra-affluent clients and prospects with investible assets of $5MM or greater
• Support families and business owners through banking, planning, and wealth preservation needs
• Drive new client acquisition through strategic networking, partnerships, referrals, events, and thought leadership
• Develop and execute a business development plan to grow the client base and expand existing relationships
• Maintain a robust pipeline of qualified leads and follow up to convert opportunities into long-term relationships
• Develop and maintain trusted advisor relationships with UHNW clients through exceptional service and proactive communication
• Broaden client relationships through a deep understanding of individual needs while maintaining fiduciary standards
• Provide personalized education, advice, guidance, and solutions across investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services
• Leverage specialty resources and surround clients with a team of experts to manage and preserve multi-generational wealth
• Interpret business challenges and recommend current and future solutions
• Partner with Trust, Planning, and Investment teams to deliver holistic solutions
• Apply functional and technical knowledge to solve complex problems and identify innovative solutions
• Exhibit professional behavior and promote positive working relationships
• Contribute to a collaborative culture prioritizing client outcomes and team success
• Understand and comply with bank policies, laws, FINRA / SEC regulations, and the BSA/AML Program

Requirements

• Bachelor’s degree required
• MBA preferred
• 10+ years of experience in Wealth Management
• Deep expertise in Wealth Management with significant experience in Investment Management, Trust, Estate Planning, or Business Succession Planning
• Proven track record in business development and relationship management
• Ability to provide Investment advice and guidance to clients with highly complex and sophisticated relationships
• Ability to work collaboratively and cohesively within a team environment
• Strong knowledge of the Finance industry and the local, state, national and global economy
• Exceptional listening skills to understand client needs and deliver a comprehensive client solution
• Ability to communicate confidently with ultra-affluent clients and prospects, demonstrating poise, conviction and executive presence
• Must possess unrestricted work authorization and not require future sponsorship
• Must understand and comply with bank policy, laws, FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable

Core Competencies

Demonstrates deep expertise in Wealth Management, including Investment Management, Trust, Estate Planning, and Business Succession Planning, while providing exceptional client service and maintaining fiduciary standards. Proven ability to drive business development and cultivate long-term relationships with ultra-affluent clients through strategic networking and collaboration.

Highest-signal resume keywords

• Wealth Management Expertise
• Business Development
• Investment Management
• Relationship Management
• Fiduciary Standards Compliance

Hard Skills

• Investment Management
• Trust Planning
• Estate Planning
• Business Succession Planning
• Financial Planning
• Credit Services
• Depository Services
• Client Acquisition
• Pipeline Management
• Regulatory Compliance

Soft Skills

• Exceptional Listening Skills
• Proactive Communication
• Team Collaboration
• Client Relationship Building
• Executive Presence

Certifications & Qualifications

• Bachelor’s Degree
• MBA Preferred

Industry Keywords

• Ultra-Affluent Clients
• FINRA Regulations
• SEC Regulations
• BSA/AML Program
• Wealth Preservation