Director of Family Wealth
Phoenixonsitedirector$155K – $245K
Posted today · via Workday
About this role
JOB SUMMARY Columbia Trust Company is building a dedicated Multi-Family Office (MFO) practice to serve ultra-high-net-worth (UHNW) clients and families, leveraging Columbia's trust charter and expanded fiduciary and custodial capabilities. The Director of Family Wealth is a senior executive responsible for leading the organization's comprehensive wealth planning and family office strategy — spanning financial planning, estate and trust planning, tax-aware wealth strategies, business-owner advisory, family governance, philanthropy, risk management, and multigenerational wealth transfer.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is director-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Phoenix. We weight your proximity and willingness to relocate.
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Skills in this role
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teams
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