Senior Director, Client Executive
On-site · San Francisco, California, United States
Job Summary
Senior Director, Client Executive leads ultra-high net worth client relationships within Wealth Management, serving as the primary contact and overseeing coverage models to engage specialists for comprehensive solutions. Responsibilities include driving face-to-face client meetings, prospecting, new business development, developing client strategies across wealth advisory, financial planning, banking, and trust, and delivering active wealth management services including balance-sheet preparation and wealth-project execution. The role requires a Bachelor's degree (advanced/graduate degree preferred), 12-15 years of relevant experience, and local licenses or certifications as needed; bi-lingual capabilities and regional knowledge are advantageous. No direct reports but mentorship to client coverage leads and coordination across country or major accounts may occur.
Required Qualifications
- Bachelor's degree or equivalent
- 12-15 years of financial services experience focused on a client type or product (e.g., Hedge, Pension) or related customer-facing roles
- Applicable local/regional licenses or certifications as required by the business
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