Director, Private Client Services

Boulderonsitedirector$115K – $175K

Posted today · via Workday

About this role

At FNBO, our employees are the heart of our story—and we’re committed to their success! Please see below the details of this career opportunity and how it fits into our organization’s success. Summary of the Job: The Director, Private Client Services is a trusted advisor who will serve ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical customer will have Investible Assets of >$5MM with sophisticated and complex needs. Through a team led approach, the Private Wealth Advisor will help families and business owners in every life stage, achieve their banking, long term planning, and wealth preservation needs.…

Read the full description on First Brands Group's site →

What we'd score you on

reqspace match rubric

Five 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: segment, 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 Boulder. We weight your proximity and willingness to relocate.

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Skills in this role

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