Growth-Focused Associate Director, Client Relationships

Jersey Finance Limited; Illinois; On-site; USD 140,000 - 200,000; Full time

Job summary

Crestbridge Fiduciary is seeking an Associate Director, Client Relationships and Growth to lead strategic client engagement with UHNW families and trusted advisers in the US market. In this role, you will nurture existing relationships, win new business, coordinate proposals, and oversee onboarding while ensuring exceptional service delivery across a complex family office portfolio.

Ideal candidates bring substantial experience in wealth planning or private banking, plus a proven track record in

Qualifications

• Background working with UHNW individuals as wealth planner, lawyer, trustee, or private banker.
• Strong client relationship management and business development skills.
• Ability to manage complex family office portfolios.

Responsibilities

• Support growth of Crestbridge Fiduciary client base.
• Develop relationships with existing and potential clients and intermediaries.
• Coordinate proposals and new business pitches.
• Manage onboarding of new clients and liaise with administration teams.
• Promote client service excellence across the firm.

Skills

UHNW relationships

Business development

Relationship management

Cross-functional collaboration

Job description

Crestbridge Fiduciary is seeking an Associate Director, Client Relationships and Growth to lead strategic client engagement with UHNW families and trusted advisers in the US market. In this role, you will nurture existing relationships, win new business, coordinate proposals, and oversee onboarding while ensuring exceptional service delivery across a complex family office portfolio.

Ideal candidates bring substantial experience in wealth planning or private banking, plus a proven track record in