Director, Private Wealth Advisor

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Summary of the Job:

About This Role:

Job Specific Responsibilities/Accountabilities:

Leverages specialty resources in a team led approach to advise, guide and deliver long term planning and investment advice and solutions to customers to effectively manage and preserve their overall wealth.  The Private Wealth Advisor will surround the client with this team of experts that will help their families manage and preserve multi-generational wealth. The Family Office offers a comprehensive service set that spans holistic governance and planning to family education and concierge services.

Exceeds the customer's expectations by transforming the customer's needs into relevant product/service offerings. Works collaboratively with Trust, Planning and Investment teams to deliver on customer holistic needs.

Applies functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions.  

Interprets internal and external business challenges and recommend solutions their customer's needs today and for the future.

Provides personalized education, advice, guidance and solutions using the integrated delivery of investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.

Broadens the scope of customer relationships through a focused and deep understanding of each individual customer's needs with a commitment to a fiduciary standard.
 

Responsible for growing and retaining Wealth Management relationships utilizing effective relationship skills, sales strategies and engaging internal and external sources. Takes accountability for achieving business results to the Individual Segment goals and profitability objectives under changing circumstances.

Business Development:

• Drive new client acquisition through targeted prospecting, referrals, networking, and strategic partnerships.
• Develop and execute a business development plan to grow the UHNW client base and expand share of wallet with existing relationships.
• Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
• Leverage internal and external centers of influence (e.g., investment bankers, attorneys, accountants) to identify new UHNW prospects.
• Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.

Will exhibit professional behavior and promote positive working relationships.
 

Understands and complies with