East Regional Director; Private Client Services

Capital Partners Mortgage LLC

New York, United States
Base: $315,000-$355,000; bonus/equity: individual ...
Business development and client engagement
Wealth management acumen and fluency
Financial markets and comprehensive planning
The East Regional Director, Private Client Services is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor talent development and coaching, and community engagement within a defined geographic region/market

Job Summary

  • The East Regional Director, Private Client Services is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor talent development and coaching, and community engagement within a defined geographic region/market.
  • The role requires a proven track record as a leader in wealth management with a deep understanding of private client needs, strategic thinking, and the ability to anticipate and deliver on the needs of a sophisticated, fast-paced business.
  • Capital Group offers a competitive salary, bonuses, benefits, a company-funded retirement contribution, generous time-away, health benefits, charitable matching, and on-demand professional development resources.

Matching Summary

The East Regional Director, Private Client Services is a senior leader responsible for driving business development, client engagement, internal engagement, practice management, Private Wealth Advisor talent development and coaching, and community engagement within a defined geographic region/market.

Salary

Base: $315,000-$355,000; Bonus/Equity: individual annual performance bonus, Capital’s annual profitability bonus; Benefits: company-funded retirement contribution (15% of eligible earnings), generous time-away, health benefits, charitable matching

Skills & Requirements

Must-have

  • Business development and client engagement
  • Wealth management acumen and fluency
  • Financial markets and comprehensive planning
  • Talent development and coaching
  • Strategic leadership and business development
  • Client engagement and management

Nice-to-have

  • Inspirational leader
  • Agile and adaptable
  • Collaborative team player
  • Results-oriented mindset
  • Influential and credible ambassador

Key Requirements

  • Proven track record as a leader in wealth management
  • Deep understanding of private client needs
  • Exceptional industry experience

Work Rights

Not specified

Tailored Resume

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