Director, Family Office Solutions
About this role
Director, Family Office Solutions
Overview
The Director, Family Office Solutions leads and cultivates complex Ultra High Net Worth (UHNW) client relationships. This role serves as a trusted, strategic advisor and coordinator across all aspects of Wealth Management, helping UHNW clients navigate complex financial needs. The Director Family Office Solutions drives organic growth through client retention, relationship expansion, and the sourcing of new client relationships.
What You’ll Do
- Cultivate and manage deep, long-term relationships with Ultra-High Net Worth (UHNW) clients, serving as the central point of contact and trusted advisor for complex financial needs.
- Develop referrals and leads from internal and external sources, including centers of influence working with UHNW clients.
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