Senior UHNW Wealth & Client Growth Director (Chicago)

BBR Partners; Chicago (IL); Hybrid; USD 180,000 - 220,000; Full time

Benefits offered by this job

Competitive base salary

Medical Insurance

401K plan

One Medical membership

Sabbatical and wellness offerings

Hybrid remote work environment

Job summary

BBR Partners in Chicago seeks an entrepreneurial, senior professional to manage client relationships and lead the development of investment and wealth management plans for ultra-high-net-worth individuals and families. The role emphasizes business development, travel for client meetings, and cross-disciplinary collaboration with external advisors.

The successful candidate will have 10+ years of experience in wealth management, strong asset allocation knowledge, and a proven ability to onboard

Qualifications

• 10+ years of relevant work experience.
• Extensive experience working with ultra- and high-net-worth individuals and families on investment and wealth management.
• Strong business development and onboarding skills with proven ability to identify needs and onboard clients.
• Comfortable working in a collaborative, team-based environment.
• Solid understanding of asset allocation theory and wealth management issues (tax planning, wealth transfer, philanthropy).

Responsibilities

• Develop new business opportunities and expand referral sources; establish relationships with prospective clients.
• Cultivate and deepen client relationships to gain trust and anticipate needs.
• Develop and execute strategy for clients' investment and wealth management plans.
• Determine asset allocation and oversee ongoing portfolio management; monitor performance.
• Collaborate with clients' external advisors to deliver integrated advisory services.
• Contribute to internal strategy discussions and lead internal client teams.

Skills

Business development

Client relations

Portfolio management

Asset allocation

Team leadership

Job description

BBR Partners in Chicago seeks an entrepreneurial, senior professional to manage client relationships and lead the development of investment and wealth management plans for ultra-high-net-worth individuals and families. The role emphasizes business development, travel for client meetings, and cross-disciplinary collaboration with external advisors.

The successful candidate will have 10+ years of experience in wealth management, strong asset allocation knowledge, and a proven ability to onboard