Lead the Private Wealth division at D.A. Davidson with advanced planning and business development strategies. Enhance client relationships and grow assets for ultra-high-net-worth clients.
As the Director of Private Wealth, you will contribute to the success of D.A. Davidson by guiding Financial Advisors on sophisticated strategies and fostering key partnerships. This role requires 10+ years in wealth, estate, or tax planning, and exceptional leadership in business development. Your expertise will be vital in fostering engagement and practical execution of advanced planning initiatives.
Key Responsibilities:
- Identify UHNW opportunities through advisor and client engagement
- Lead strategic planning for Davidson Private Wealth
- Develop programs and resources translating advanced planning into execution
- Build client deliverables addressing complex Private Wealth needs
- Maintain expertise in tax and estate planning strategies
Requirements:
- Bachelor's degree and 10+ years of relevant experience
- Proven leadership and business development skills
- Juris Doctor, CPA, or CFP® preferred
- Deep expertise in wealth transfer and asset protection strategies
- Excellent communication and project management skills
Elevate ultra-high-net-worth client engagement while advancing your leadership skills in this pivotal role.
Director of Private Wealth at D.A. Davidson in Quinte West employer: D.A. Davidson
D.A. Davidson Companies stands out as an exceptional employer, offering a supportive and collaborative work culture that prioritizes integrity and ethical practices. With a strong commitment to employee ownership, we provide ample opportunities for professional growth, competitive benefits, and a unique focus on community impact through initiatives like the Davidson Day of Giving. Join us in a dynamic environment where your contributions are valued and you can make a meaningful difference both within the company and in the communities we serve.
