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UHNW Director of Client Services

Preferred Location:
Mid-West
Open to Relocation:
No

We are currently representing a Director of Client Services who is looking to relocate to Chicago. Details below:

  • Built and currently leads the 5-member Client Services Team within a growing 22-employee advisory firm including implementing training and processes
  • Develops strategies & execute plans to achieve clients’ objectives according to their priorities
  • Educate second and third generations while preparing them to become stewards of their family’s resources; build trust and engagement with younger generations
  • Primary face of the company for 17 family relationships representing approximately 50 entities
  • 9 years at the same Multi-Family Office
  • Seeking a compensation package in the 200k-250k range

For more information on this candidate please fill out the form below:

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