Wealth Director NYC

Westport One; New York (NY); Sur place; USD 180 000 - 300 000; Plein temps

Résumé du poste

Westport One, a national fiduciary firm backed by a global asset manager, seeks a Wealth Director in New York. You will originate relationships with high-net-worth families, primarily $10 million and above, across the tri-state area, partnering with relationship managers and trust officers to service complex needs.

You are a proven, self-sourced producer with a portable pipeline, able to describe it with specifics.

Qualifications

• Proven self-sourced producer with a portable pipeline of prospective clients.
• Advised or sold to families holding $10 million or more.
• Centers of influence are attorneys and CPAs.

Responsabilités

• Originate relationships with high-net-worth families across the tri-state area.
• Partner with relationship managers, portfolio managers, and trust officers to service clients.
• Develop and manage business development strategy with a focus on long-term relationships.

Connaissances

Business development

Relationship management

Prospecting

Networking

Formation

CFP designation

CFA designation

Law degree

Outils

CRM software

Description du poste

Do you know the difference between a contact and a center of influence? Can you name the estate attorneys and CPAs who call you before they call anyone else, and tell us when you last spoke with each of them? Do you believe the best business development strategy ever invented is a twenty-year reputation for doing right by wealthy families? If you answered yes three times, keep reading. If you are waiting for the firm to hand you a pipeline, save us both the trouble.

Our client, a national fiduciary firm backed by a global asset manager, is seeking a Wealth Director in New York. The New York office runs five established teams, each built around a substantial book of business, and one team is missing its hunter. You would originate relationships with high-net-worth families, primarily $10 million and above, across the tri-state area, then partner with relationship managers, portfolio managers, and trust officers who handle the day-to-day servicing. Every team carries dedicated business development associate support for research, prospecting, and CRM, plus subject-matter experts for prospect meetings and events. There is no banking platform to feed you, and that is by design. Your network is the platform. The compensation follows the same logic: a strong base, commissions on what you source, and trailers that reward you for years on the relationships you bring in.

You are a proven, self-sourced producer with a portable pipeline of prospective clients, and you can describe it in specifics, with names withheld: asset levels, last contact, length of relationship, and the story behind each one. You have advised or sold to families holding $10 million or more, your centers of influence are attorneys and CPAs rather than a branch referral program, and your job history tells a story of building something rather than escaping something, because you will be asked to walk through every move. Credentials such as the CFP, CFA, or a law degree are respected here, but a pipeline that produces is respected more.

To learn more about our organization please visit us at www.westportone.com