Senior Relationship Director, UHNW Clients East Coast

Senior Relationship Director UHNW & Institutional Clients

Hybrid Rochester NY Area preferred. Willing to consider the East Coast. 1X/month travel to Rochester NY.

Compensation: Base 150K - 180K Commission. OTE should grow to 300K over time. The real opportunity for this candidate is to become part of the firms management company and participate in their equity program. If you do not currently have equity in your current job and want to spend the prime part of your career earning an ownership stake in a well-established wealth advisory firm this is an opportunity you should absolutely consider.

A growing independent investment advisory firm is seeking a senior client-facing advisor to serve ultra-high-net-worth families business owners and select institutional clients including endowments and foundations.

This is a relationship-driven advisory role for someone who combines strong investment judgment with the ability to earn trust lead complex client conversations and develop new business. This is not a portfolio-management investment-research or administrative role.

How Youll Spend Your Time:

50% Relationship Development & Business Growth

• Partner with senior advisors and marketing to turn the firms brand expertise events and market presence into new-business opportunities.
• Develop relationships with attorneys CPAs trustees and other influential referral partners.
• Cultivate prospects support presentations and follow-up and help convert opportunities into long-term client relationships.
• Create new opportunities and meetings proactively rather than relying solely on inbound referrals.
• Build a pipeline of UHNW and institutional prospects through direct outreach professional networks centers of influence board relationships community involvement and firm-sponsored activities.

30% UHNW & Institutional Advisory / Client Leadership

• Partner closely with internal investment planning reporting and client-service teams while maintaining ownership of senior client relationships.
• Serve as a primary client advisor and coordinate with attorneys CPAs trustees and other external professionals.
• Help UHNW clients navigate integrated investment tax estate succession liquidity and wealth-transfer considerations.
• Advise clients on investment strategy asset allocation governance liquidity spending and long-term objectives.
• Build trusted relationships with UHNW families business owners investment committees and institutional decision-makers.

10% Investment Knowledge & Professional Development

• Continue developing expertise in institutional investing wealth management governance and related advisory issues.
• Participate in investment discussions and remain current on capital markets and portfolio implications.
• Maintain a strong understanding of the firms investment philosophy and capabilities across UHNW and institutional client segments.

10% Leadership & Firm Development

• Demonstrate the judgment initiative and leadership potential to take on broader responsibilities over time.
• Mentor colleagues and strengthen a collaborative growth-oriented culture.
• Contribute to strategic initiatives and represent the firm in the marketplace and community.

Ideal Background

• 5 years of experience in wealth management investment advisory institutional consulting investment management or a related field.
• Experience serving UHNW families business owners institutional investors or other sophisticated clients.
• Strong investment knowledge and the ability to discuss complex portfolio topics with sophisticated audiences.
• Proven relationship-management and business-development capability.
• Executive presence sound judgment strong communication skills and high emotional intelligence.
• Ability to translate institutional investment disciplines into practical advice for private clients.
• Intellectual curiosity integrity a collaborative style and interest in becoming a long-term leader within the firm.

CFA CFP CAIA MBA or similar credentials are valued but they are not a substitute for strong client-advisory relationship-building and business-development ability.

What Success Looks Like

• Become a trusted advisor to sophisticated UHNW and institutional clients.
• Build a meaningful pipeline and convert opportunities into long-term client relationships.
• Expand the firms presence among UHNW and institutional audiences.
• Bring credibility and clarity to complex investment and planning discussions.
• Effectively leverage the firms investment platform team and intellectual capital to deliver differentiated advice.
• Develop into a key leader supporting the firms long-term growth and client relationship strategy.

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