Company Description:
Evolve Private Wealth is an independent, employee-owned registered investment advisor serving entrepreneurs, business owners, and multi-generational families facing complex financial needs. The firm operates as a modern family office, integrating investment management, tax strategy, estate planning coordination, and balance-sheet advice into one cohesive relationship. Its adaptive approach is designed to evolve with clients as their lives, businesses, and priorities change, focusing on clarity, flexibility, and long-term decision-making. Supported by a seasoned, multi-disciplinary team and robust infrastructure, Evolve Private Wealth is built to serve complex families at meaningful scale while helping clients create adaptive wealth and enduring legacies.
Role Description:
We're looking for an experienced wealth management professional to join us as a Director. You'll own key client relationships, help shape the strategic direction of our advisory practice, and act as the connective tissue between clients and our investment and operations teams. This is a fit for someone who has already managed sophisticated client portfolios and wants more ownership over how those relationships are run.
Responsibilities:- Lead key client relationships end to end: investment guidance, portfolio analysis, trade execution, and account maintenance
- Run client meetings, including performance reviews and strategic recommendations, independently once relationships are established
- Build customized financial strategies and investment plans around each client's goals
- Spot client needs and market opportunities early, and bring portfolio recommendations to clients before they have to ask
- Serve as the main point of contact for client servicing: research and resolve inquiries, manage follow-up, and run quarterly reviews
- Work closely with the investment and operations teams to keep client strategies aligned with the rest of the practice
- Qualifications7 to 10+ years of wealth management or investment advisory experience
- Excellent organizational skills and attention to detail
- Strong written and verbal communication
- A critical thinker who anticipates client needs rather than waiting to be asked
- Solid understanding of advisory operations: account management, custodial platforms, proposal generation
- A track record of building relationships with clients, colleagues, and outside partners
- Comfortable working in a fast-paced environment
- Strong investment knowledge, including exposure to alternative assets
- Experience with Addepar a plusCFP, CPWA, CAIA, or CFA designation a plus
- Series 65 or equivalent required
- Bachelor's degree required
