East Regional Director; Private Client Services

Capital Group; New York (NY); On-site; USD 315,000 - 355,000; Full time

Benefits offered by this job

Time off benefits

Health benefits

Flexible work options

Matching gifts program

Professional development

Job summary

Capital Group is seeking an East Regional Director for Private Client Services in New York. The role leads regional business development, client engagement, talent development and internal collaboration to drive growth and client satisfaction across the market.

The position emphasizes strategic leadership, relationship management and coordination with HR on PWA talent acquisition, while representing PCS in the local market and supporting firm-wide initiatives.

Qualifications

• Extensive leadership experience in wealth management and private client services.
• Proven ability to drive business development, client growth and AUM.
• Track record coaching PWAs and managing talent.
• Strong partnerships across sales, marketing, and HR.

Responsibilities

• Develop regional business plans aligned with national goals.
• Grow client base and assets through strategic initiatives.
• Lead and coach Private Wealth Advisors in performance and succession.
• Foster cross-team collaboration and PCS branding locally.
• Oversee talent sourcing and coaching across PWAs.
• Support firm-wide initiatives and events at the regional level.
• Engage with community to raise PCS visibility.

Skills

Wealth management leadership

Business development

Client relationship management

Talent coaching

Strategic planning

Cross-functional collaboration

Education

Bachelor's degree in finance/business

Job description

East Regional Director: Private Client Services (PCS)

The East Regional Director; Private Client Services (PCS) is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor (PWA) talent development and coaching, and community engagement within a defined geographic region/market. The role is expected to demonstrate acumen and fluency in wealth management, financial markets, and comprehensive planning. This role is also responsible for supporting firm‑wide initiatives across the market (e.g., Outsourced Advisor Solutions (OAS), Associate Clients, Philanthropy), supporting event strategy and execution, and leading the partnership with Human Resources on PWA talent acquisition. This role serves as the face of the firm in the region/market and ensures the teams in the region/market are executing sales and strategic priorities in alignment with the national sales leadership’s strategic direction.

Responsibilities

Strategic Leadership & Business Development

• Collaborate with national leadership to develop and execute the regional business plan aligned with national or corporate goals (e.g., AUM growth, client acquisition, budgeting, resource allocation, etc.).
• Understand market opportunities, competitive positioning and local economic conditions to identify growth areas; define approach and execution standards for new business and client acquisition; set performance targets for advisors.
• Demonstrate acumen and fluency in wealth management, financial markets, and comprehensive planning; actively pursue ongoing education and apply insights from industry trends and best practices to drive business outcomes in the region/market.
• Drive activity that generates new business opportunities in the market to achieve client acquisition and asset growth goals.

Client Engagement and Management

• Responsible for cultivating relationships with the most important clients in the region.
• Keep pulse on client satisfaction and experience and represent the voice of the client in strategic planning.
• Understand composition and health of regional client base; maintain knowledge of clients to optimize client experience and limit outflows, reallocate as necessary (succession, etc.), ensure proactive planning for next generation engagement, manage book sizes.
• Oversee and guide PWAs on managing their book, retaining clients, and executing impeccable service.

Internal Engagement

• Build strong relationships across Capital Group teams.
• Be a brand ambassador of PCS in the local market; amplify PCS key messages and value proposition at local events.

Practice Management

• Responsible for reinforcing expectations on business routines and ensuring the practices are executed according to the practice management playbook.
• Oversee and guide PWA business planning, goal setting, and client segmentation.

Talent / Private Wealth Advisor Talent Development and Coaching

• Maintain an always‑on search for advisor talent in the market; work with Human Resources on internal and external talent sourcing and evaluation of PWA candidates.
• Collaborate with Sales Enablement to enhance the skills and performance of PWAs through coaching and training to drive sales effectiveness, wealth planning acumen and adoption of sales/service standards.
• Deliver effective performance reviews based upon clear development plans.
• Positively shape the office culture by consistently demonstrating and reinforcing Capital Group’s core values through everyday leadership, communication, and presence.

Support National Sales Director on Firm‑Wide Initiatives

• Responsible for supporting firm‑wide initiatives across markets (e.g., OAS, Associate Clients, Philanthropy).
• Support event strategy nationally and locally and oversee effective execution of events in the market/region.

Community Engagement

• Responsible for engaging in philanthropic activity in the market to build awareness of the PCS brand, support causes important to Capital Group and PCS clients.
• Lead by example on broadening regional center of influence network through community presence.

Benefits

• Enjoy generous time‑away and health benefits from day one, with the opportunity for flexible work options.
• Receive 2‑for‑1 matching gifts for your charitable contributions and the opportunity to secure annual grants for the organizations you love.
• Access on‑demand professional development resources that allow you to hone existing skills and learn new ones.

Qualifications

• You have exceptional industry experience, with a proven track record as a leader in wealth management and a deep understanding of private client needs.
• You are strategic, partnering actively and looking holistically at the sales operating environment to identify opportunities for improvement that can create efficiency and accelerate growth.
• You are an inspirational leader, helping advisors and associates visualize near and long‑term success, and instilling purpose and driving engagement in day‑to‑day prospecting and client service.
• You are agile, able to anticipate and deliver on the needs of a sophisticated, fast‑paced business and possess the ability to simultaneously balance a wide range of strategic priorities.
• You are collaborative, partnering seamlessly with teams across Capital Group, including marketing, product development, sales and service, to enhance the overall client experience and ensure alignment of sales efforts.
• You are results oriented, setting clear expectations and driving accountability with both underlying behaviors as well as long‑term results.
• You develop talent, ranging from new advisors to those with decades of experience.
• You are influential and credible, operating as a highly visible ambassador and promoting excellence in client engagement, relationship development and practice management.
• You are a present, hands‑on leader and have a track record of coaching, mentoring, and developing high‑performing sales teams.

Compensation

New York Base Salary Range: $315,000-$355,000

In addition to a highly competitive base salary, per plan guidelines, restrictions and vesting requirements, you also will be eligible for an individual annual performance bonus, plus Capital’s annual profitability bonus plus a retirement plan where Capital contributes 15% of your eligible earnings.

Temporary positions in the United States are excluded from the above‑mentioned compensation and benefit plans.

Equal Opportunity Employer

We are an equal opportunity employer, which means we comply with all federal, state and local laws that prohibit discrimination when making all decisions about employment. As equal opportunity employers, our policies prohibit unlawful discrimination on the basis of race, religion, color, national origin, ancestry, sex (including gender and gender identity), pregnancy, childbirth and related medical conditions, age, physical or mental disability, medical condition, genetic information, marital status, sexual orientation, citizenship status, AIDS/HIV status, political activities or affiliations, military or veteran status, status as a victim of domestic violence, assault or stalking or any other characteristic protected by federal, state or local law.