Managing Director, Ultra-High Net Worth Client Services

3 weeks ago


Conshohocken, Pennsylvania, United States Pitcairn Trust Company Full time
Managing Director, Ultra-High Net Worth Client Services

Estimated Salary: $220,000 - $300,000 per year

Pitcairn Trust Company is seeking an accomplished Managing Director to oversee the delivery of exceptional client service to ultra-high net worth individuals and families. This pivotal role requires a seasoned professional with a deep understanding of the luxury market, coupled with outstanding leadership and interpersonal skills.

Main Responsibilities:

  • Lead a high-performing team of professionals in delivering tailored client solutions, ensuring seamless execution and consistent quality.
  • Develop and maintain strategic relationships with key clients, partners, and industry stakeholders, leveraging these connections to drive business growth and opportunities.
  • Foster a culture of excellence, promoting continuous learning, and encouraging innovative approaches to address complex client needs.
  • Stay informed about industry trends, regulatory developments, and competitor activity, applying this knowledge to inform strategic decisions and optimize business performance.

Requirements:

  • MBA or equivalent degree in a relevant field.
  • At least 10 years of experience in senior-level positions within wealth management, family offices, or related fields.
  • Proven track record of successfully managing high-performance teams and delivering exceptional client service.
  • Outstanding communication and interpersonal skills, with the ability to effectively engage with diverse stakeholders.


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