Director, Private Wealth for UHNW Growth

D.A. Davidson; Salt Lake City (UT); On-site; USD 190,000 - 245,000; Full time

Benefits offered by this job

Medical, Dental and Vision

Company 401(k) and ESOP contribution

Paid holidays

Professional Development Opportunities

Tuition Reimbursement

Charitable gift-matching program

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 empower Financial Advisors to deepen relationships, translate sophisticated strategies into growth, and secure new assets. You will guide strategy, build programs, and collaborate across leadership to deliver differentiated capabilities and resources for complex wealth needs.

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

Public speaking

Content development

Education

Juris Doctor

CPA

CTFA

CFP®

Series 7/66

Tools

eMoney

Planning platforms

Job description

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 empower Financial Advisors to deepen relationships, translate sophisticated strategies into growth, and secure new assets. You will guide strategy, build programs, and collaborate across leadership to deliver differentiated capabilities and resources for complex wealth needs.