Director Wealth Management

Gold Search Solutions; Chicago (IL); On-site; USD 180,000 - 300,000; Full time

Job summary

Gold Search Solutions seeks a Senior Wealth Advisor / Relationship Manager in Chicago to manage ultra-high-net-worth client relationships and lead comprehensive wealth strategies. You will drive business development, coordinate cross‑disciplinary advice, and oversee portfolio construction for sophisticated families.

The role requires a strategic, entrepreneurial professional with a proven track record in client acquisition and retention, capable of mentoring junior staff and collaborating with

Qualifications

• 10+ years of wealth management or private client experience.
• Extensive experience serving ultra-high-net-worth individuals and families.
• Proven success in sourcing, cultivating, and onboarding new client relationships.
• Strong relationship management and consultative advisory skills.
• Ability to thrive in a collaborative, team-oriented environment.
• Deep knowledge of portfolio construction, investment management, and asset allocation.

Responsibilities

• Develop new business opportunities and cultivate referral networks to expand the firm's client base.
• Build and maintain strong relationships with clients, serving as a trusted advisor and primary point of contact.
• Design and implement customized investment and wealth management strategies aligned with clients' objectives.
• Oversee asset allocation, portfolio management, and ongoing monitoring of client portfolios and financial circumstances.
• Collaborate with external advisors, including attorneys, accountants, and other professionals, to deliver integrated wealth planning solutions.
• Contribute thought leadership and strategic recommendations to internal investment and client service discussions.
• Lead and mentor client service teams to ensure a high standard of client experience and execution.

Skills

Relationship management

Business development

Investment advisory

Portfolio management

Team leadership

Client onboarding

Job description

Senior Wealth Advisor / Relationship Manager

We are seeking an entrepreneurial and relationship-driven senior professional to join our Chicago office. This individual will be responsible for managing client relationships, developing and overseeing comprehensive investment and wealth management strategies, and driving business development efforts. The role requires significant experience advising ultra-high-net-worth individuals and families on complex financial matters.

The ideal candidate is self-motivated, strategic, and successful in building long-term client relationships. A proven track record in client acquisition, retention, and advisory services is essential. Travel for client meetings is expected.

Key Responsibilities

• Develop new business opportunities and cultivate referral networks to expand the firm's client base.
• Build and maintain strong relationships with clients, serving as a trusted advisor and primary point of contact.
• Design and implement customized investment and wealth management strategies aligned with clients' objectives.
• Oversee asset allocation, portfolio management, and ongoing monitoring of client portfolios and financial circumstances.
• Collaborate with external advisors, including attorneys, accountants, and other professionals, to deliver integrated wealth planning solutions.
• Contribute thought leadership and strategic recommendations to internal investment and client service discussions.
• Lead and mentor client service teams to ensure a high standard of client experience and execution.

Qualifications

• 10+ years of relevant wealth management, investment advisory, or private client experience.
• Extensive experience serving ultra-high-net-worth and high-net-worth individuals and families.
• Demonstrated success in business development, including sourcing, cultivating, and onboarding new client relationships.
• Strong relationship management and consultative advisory skills.
• Ability to thrive in a collaborative, team-oriented environment.
• Deep knowledge of portfolio construction, investment management, and asset allocation principles.
• Broad expertise across wealth management disciplines, including estate and wealth transfer planning, tax-efficient strategies, insurance planning, concentrated stock management, and philanthropic planning.

Preferred Attributes

• Exceptional communication and interpersonal skills.
• Strong analytical and strategic thinking capabilities.
• High level of professionalism, discretion, and client focus.
• Proven ability to manage complex client relationships while driving business growth.