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| Job Category : | Management |
| Company Name: | GemHarvest |
| Position Name: | Director, Private Wealth Client Services |
| Location : | Atlanta, GA |
| Job Description : | Director, Private Wealth Client Services10 Billion+ AUM Independent RIAReston, VA*OverviewDynamic 10B+ Independent Wealth Management RIA seeks a Director of Private Wealth Client Services to manage the administrative and private banking needs for high-net worth clientele.**The Firm offers comprehensive family office services, deeply personalized wealth management, investment advisory, planning and other services for high-net-worth and ultra high net worth clientele.**HighlightsServe as a primary lead for client onboarding, investment implementation, and private banking servicesProvide excellent client experience for ultra-high net worth clientsParticipate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationshipsCompetitive compensation package including significant base salary, benefits, and bonuses**Requirements10+ years experience financial services experience working with ultra-high net worth clientsBachelor’s degree in Business, Finance, or a related fieldTrack record of superior client services skills, attention to detail, and time managementKnowledge of Fidelity and Schwab custodial platforms a plus*Job Type: Full-timePay: $110,000.00 – $125,000.00 per yearAbility to commute/relocate:Reston, VA 20190: Reliably commute or planning to relocate before starting work (Required)Experience:Financial services: 9 years (Required)Work Location: Multiple Locations |
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