Director, Private Wealth: Lead Client Relationships

Evolve Private Wealth; New York (NY); On-site; USD 180,000 - 260,000; Full time

Job summary

Evolve Private Wealth is seeking a Director to own key client relationships, help shape the strategic direction of our advisory practice, and act as the connective tissue between clients and our investment and operations teams. This is a fit for someone who has already managed sophisticated client portfolios and wants more ownership over how those relationships are run.

The role requires a track record in wealth management, strong communication, and the ability to align client goals with

Qualifications

• 7 to 10+ years of wealth management or investment advisory experience.
• Excellent organizational skills and attention to detail.
• Strong written and verbal communication.
• A critical thinker who anticipates client needs rather than waiting to be asked.
• Solid understanding of advisory operations: account management, custodial platforms, proposal generation.
• A track record of building relationships with clients, colleagues, and outside partners.
• Comfortable working in a fast-paced environment.
• Strong investment knowledge, including exposure to alternative assets.
• Experience with Addepar a plus.

Responsibilities

• Lead key client relationships end to end: investment guidance, portfolio analysis, trade execution, and account maintenance.
• Run client meetings, including performance reviews and strategic recommendations, independently once relationships are established.
• Build customized financial strategies and investment plans around each client's goals.
• Spot client needs and market opportunities early, and bring portfolio recommendations to clients before they have to ask.
• Serve as the main point of contact for client servicing: research and resolve inquiries, manage follow-up, and run quarterly reviews.
• Work closely with the investment and operations teams to keep client strategies aligned with the rest of the practice.

Skills

Wealth management

Relationship management

Portfolio analysis

Client communication

Strategic thinking

Addepar experience

Team collaboration

Tools

Addepar

Custodial platforms

Job description

Evolve Private Wealth is seeking a Director to own key client relationships, help shape the strategic direction of our advisory practice, and act as the connective tissue between clients and our investment and operations teams. This is a fit for someone who has already managed sophisticated client portfolios and wants more ownership over how those relationships are run.

The role requires a track record in wealth management, strong communication, and the ability to align client goals with