Regional Executive Director

71 West Capital Partners; United States; À distance; USD 130 000 - 230 000; Plein temps

Résumé du poste

71 West Capital Partners seeks a Regional Executive Director to lead and expand ultra-high-net-worth client relationships nationwide. This remote role oversees growth strategy, coordinates wealth management, tax, estate, liquidity, and philanthropic planning, and collaborates with investment and operations teams to ensure high-quality service.

The role emphasizes mentoring, compliance, and regional market expansion, requiring strong leadership and networking across a national client base.

Qualifications

• Strong leadership and client advisory experience with ultra-high-net-worth individuals, families, or institutions.
• Deep knowledge of wealth management, portfolio construction, and asset allocation.
• Expertise in advanced tax planning, trust and estate strategies, and liquidity events.
• Proven business development and regional growth capabilities in an RIA/private bank setting.
• Excellent communication and negotiation skills with ability to explain complex strategies clearly.

Responsabilités

• Lead and expand client relationships and business development within a defined region.
• Oversee regional growth strategy and manage key client accounts.
• Coordinate delivery of comprehensive wealth management, tax, estate, liquidity, and philanthropy planning.
• Mentor team members and maintain high compliance standards.
• Represent the firm at client meetings, conferences, and regional networking events.

Connaissances

Relationship management

Client advisory

Wealth management

Portfolio construction

Asset allocation

Tax planning

Liquidity event structuring

Business development

Networking

Communication

Formation

Bachelor’s degree in finance/economics/business

Advanced credentials (e.g., CFA/ CFP)

Description du poste

Company Description

71 West Capital Partners is an independent, registered investment advisor (RIA) specializing in highly customized private wealth management for ultra-high-net-worth individuals, families, and foundations across the United States. With offices in Boston and Los Angeles and institutional support from BNY Pershing, the firm combines the scale and resources of a global institution with the agility of a boutique. Its services span portfolio management, pre-liquidity and exit planning, advanced tax strategies, trust and estate consultation, lending and liquidity solutions, strategic philanthropy, and next-generation education and family governance. 71 West follows a disciplined, thesis-driven investment approach that integrates traditional asset classes and tailored private market strategies to generate alpha and preserve generational wealth. The team is led by seasoned founding partners and experienced professionals who share a client-first philosophy and a commitment to delivering sophisticated, personalized advice.

Role Description

The Regional Executive Director is a full-time remote role responsible for leading and expanding client relationships and business development within a defined region. This position oversees regional growth strategy, manages key client accounts, and coordinates delivery of the firm’s comprehensive wealth management, tax, estate, liquidity, and philanthropic planning solutions. Day-to-day responsibilities include cultivating and onboarding new ultra-high-net-worth clients, deepening existing relationships, and collaborating closely with investment, planning, and operations teams to ensure consistent, high-quality service. The Regional Executive Director will analyze client portfolios and financial plans, provide strategic guidance on market developments and liquidity events, and represent the firm at virtual and in-person client meetings, conferences, and regional networking opportunities. The role also involves mentoring team members, maintaining strong compliance standards, and contributing to the continuous refinement of the firm’s regional growth initiatives.

Qualifications

• Strong leadership, relationship management, and client advisory skills, with experience serving ultra-high-net-worth individuals, families, or institutions.
• Expertise in wealth management, including portfolio construction, asset allocation, and integration of public and private market strategies.
• Knowledge of advanced tax planning, trust and estate strategies, and liquidity event structuring in coordination with legal and tax professionals.
• Proven business development, networking, and regional market growth capabilities, ideally within an RIA, private bank, or multi-family office environment.
• Excellent communication, presentation, and negotiation skills, with the ability to explain complex strategies in clear, client-friendly terms.
• Strong analytical, strategic thinking, and problem-solving abilities, with attention to detail and sound judgment in dynamic markets.
• Comfort operating in a remote environment, with high personal accountability, time management, and cross-functional collaboration skills.
• Bachelor’s degree in finance, economics, business, or a related field; advanced credentials such