Sr Director of Family Wealth
Phoenixonsitedirector$175K – $275K
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, leveraging Columbia's Oregon trust charter and expanded fiduciary and custodial capabilities. The Senior Investment Director is a senior individual-contributor role on the investment team, responsible for portfolio construction, manager research, and direct client-facing investment advice for a subset of the MFO's most complex relationships. This role works closely with the Head of Investments to execute the platform's investment philosophy day-to-day and serves as a key deputy as the practice scales.…
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
We compare your skills against the role requirements.
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.
Score yourself on this role.
Free · no card · written explanation included
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