Director, Private Client Services

FNBO

UHNW Financial Advisor guiding ultra-affluent clients through FNBO’s wealth management solutions. Growing relationships and delivering integrated investment, trust, planning, and wealth preservation advice.

Posted 8/25/2026full-timeDenver • Colorado, Montana, New York • 🇺🇸 United StatesLead💰 $124,343 - $211,384 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates deep expertise in Wealth Management, including Investment Management, Trust, Estate Planning, and Business Succession Planning, while providing exceptional client service and maintaining fiduciary standards. Proven ability to drive business development and cultivate long-term relationships with ultra-affluent clients through strategic networking and collaboration.

Highest-signal resume keywords

Wealth Management ExpertiseBusiness DevelopmentInvestment ManagementRelationship ManagementFiduciary Standards Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Investment ManagementTrust PlanningEstate PlanningBusiness Succession PlanningFinancial PlanningCredit ServicesDepository ServicesClient AcquisitionPipeline ManagementRegulatory Compliance

Soft Skills

Exceptional Listening SkillsProactive CommunicationTeam CollaborationClient Relationship BuildingExecutive Presence

Certifications & Qualifications

Bachelor’s DegreeMBA Preferred

Industry Keywords

Ultra-Affluent ClientsFINRA RegulationsSEC RegulationsBSA/AML ProgramWealth Preservation

About the role

Key responsibilities & impact

Serve as a trusted advisor to ultra-affluent clients and prospects with investible assets of $5MM or greater
Support families and business owners through banking, planning, and wealth preservation needs
Drive new client acquisition through strategic networking, partnerships, referrals, events, and thought leadership
Develop and execute a business development plan to grow the client base and expand existing relationships
Maintain a robust pipeline of qualified leads and follow up to convert opportunities into long-term relationships
Develop and maintain trusted advisor relationships with UHNW clients through exceptional service and proactive communication
Broaden client relationships through a deep understanding of individual needs while maintaining fiduciary standards
Provide personalized education, advice, guidance, and solutions across investment management, fiduciary advice, specialized asset management, financial planning, business succession planning, and credit and depository services
Leverage specialty resources and surround clients with a team of experts to manage and preserve multi-generational wealth
Interpret business challenges and recommend current and future solutions
Partner with Trust, Planning, and Investment teams to deliver holistic solutions
Apply functional and technical knowledge to solve complex problems and identify innovative solutions
Exhibit professional behavior and promote positive working relationships
Contribute to a collaborative culture prioritizing client outcomes and team success
Understand and comply with bank policies, laws, FINRA / SEC regulations, and the BSA/AML Program

Requirements

What you’ll need

Bachelor’s degree required
MBA preferred
10+ years of experience in Wealth Management
Deep expertise in Wealth Management with significant experience in Investment Management, Trust, Estate Planning, or Business Succession Planning
Proven track record in business development and relationship management
Ability to provide Investment advice and guidance to clients with highly complex and sophisticated relationships
Ability to work collaboratively and cohesively within a team environment
Strong knowledge of the Finance industry and the local, state, national and global economy
Exceptional listening skills to understand client needs and deliver a comprehensive client solution
Ability to communicate confidently with ultra-affluent clients and prospects, demonstrating poise, conviction and executive presence
Must possess unrestricted work authorization and not require future sponsorship
Must understand and comply with bank policy, laws, FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable

Benefits

Comp & perks

Medical, Dental, Vision Insurance
401k, With Matching Contributions
Time Off Programs
Health Savings Account (HSA)/Dependent Care
Employee Banking
Growth Opportunities
Tuition Assistance
Short-Term/Long-Term Disability Insurance
Work-life balance