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 (PWA) talent development and coaching, and community engagement within a defined geographic region/market.
• Responsibilities include collaborating with national leadership to develop and execute the regional business plan, understanding market opportunities, cultivating relationships with important clients, and reinforcing expectations on business routines.
• The role requires an inspirational leader who is agile, collaborative, results-oriented, develops talent, is influential and credible, and acts as a present, hands-on leader with a track record of coaching high-performing sales teams.

Matching Summary

Salary

Base: $315,000-$355,000; Bonus/Equity: eligible for individual annual performance bonus, plus Capital’s annual profitability bonus; Benefits: retirement plan where Capital contributes 15% of eligible earnings, generous time-away and health benefits from day one, opportunity for flexible work options, 2-for-1 matching gifts for charitable contributions, annual grants for organizations, on-demand professional development resources

Skills & Requirements

Key Requirements

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

Work Rights