Location Chicago, Illinois Job type 20B+ AUM Boutique RIA

Dynamic 20B+ Independent Wealth Management RIA seeks an Associate 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.

Highlights

  • Serve as a primary lead for client onboarding, investment implementation, and private banking services
  • Provide excellent client experience for ultra-high net worth clients
  • Participate in the growth of a fast growing, independent RIA by servicing client needs, and maintaining and building key relationships
  • Competitive compensation package including significant base salary, benefits, and bonuses

Requirements

  • 5+ years experience financial services experience working with ultra-high net worth clients
  • Bachelorโ€™s degree in Business, Finance, or a related field
  • Track record of superior client services skills, attention to detail, and time management
  • Knowledge of Fidelity and Schwab custodial platforms a plus