Private Wealth Client Director, Ascend Interplay

*Please note that this opportunity is with the Ascend Interplay team (Interplay's multi-family office), not the venture capital team.

LOCATION
New York, NY, USA (hybrid work - required to be in office 2-3 days/week)

JOB DESCRIPTION
The Private Wealth Client Director will be at the forefront of delivering an exceptional, 7-star experience to our clients. You will be the main point of contact for family principals, onboard new families, drive special projects, and serve as a trusted advisor. The ideal candidate is a self-starter, problem solver, and team player with experience in sales/client success/client service and familiarity with investments and the financial markets. Comfortable understanding and presenting investment recommendations to clients.

WHAT YOU'LL DO
Serve as the trusted, go-to point of contact for family principals, bridging all internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations;
Lead the onboarding of new families, presenting tailored strategies and insights to ensure a seamless process;
Prepare for and conduct weekly meetings with family principals;
Make tailored cash management plans in collaboration with the investment team;
Advise families on advanced tax strategies, estate planning strategies, and insurance strategies in collaboration with domain experts;
Assist with monthly reporting with the Ops team;
Coordinate with the external compliance team to ensure full SEC compliance, safeguarding both the firm and its clients;
Tracking investments in collaboration with the investment team;
Drive forward other one-off projects for each family based on their unique needs and circumstances;
Be a critical member of our business development efforts and expand the client services that we offer;

WHO YOU ARE
A self-starter and motivated to learn. You get things done, find a way around walls and pursue excellence;
A problem solver and someone who’s not afraid to get their hands dirty;
A Swiss army knife who can handle a multitude of different responsibilities;
You are highly organized, capable of managing multiple priorities and deadlines while maintaining a high level of quality and professionalism;
An empathetic listener who builds genuine, trust-based relationships with clients, understanding their unique needs and pain points;
Comfortable interacting with high-profile clients and senior leadership, always presenting with confidence and professionalism;
You are open to receiving and providing feedback;
You are a team player with excellent interpersonal skills, collaborating effectively with cross-functional teams and building strong relationships;

REQUIRED SKILLS
3+ years of experience in banking or financial sector;
5+ years of proven experience in client success, client service, or a similar role. High emotional intelligence (EQ) is essential;
An understanding of the financial markets, investments and financial planning;
Strong understanding of client relationship management and customer service best practices;
Excellent communication, negotiation, and presentation skills;

PREFERRED SKILLS
Active FINRA Series 7 certification;
CFA, CFP, CAIA, MBA or equivalent qualifications;
Prior operating or management experience;
Project management experience;