Private Wealth Administrator

Overview

Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth provides long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement. Allworth is a high growth, private equity backed, multi-branch Registered Investment Advisor. Founded in Sacramento, California, in 1993, Allworth is primarily fee-based, employee-centric, fiduciary advisory firm that emphasizes client well-being and education.

The business is multi-billion dollar and on track for continued growth through acquisitions and strong organic growth. Allworth has been recognized with industry awards, including the Circle of Excellence (2021) and Barron s Top 40 RIA (2024).

Summary: The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth (UHNW) client planning deliverables. The role blends executive support with internal sales coordination to ensure a seamless experience for advisors, referral partners, and prospective clients—from initial engagement through onboarding—while supporting strategic initiatives, partner relationships, and sophisticated wealth planning solutions.

The ideal candidate is detail-oriented, highly organized, relationship-focused, and thrives in a fast-paced, entrepreneurial financial services environment.

• Sales, Referral & Relationship Support
  • Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.
  • Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps.
  • Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.
  • Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams.
  • Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, Thought Spot, or equivalent).
  • Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs.
  • Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs).
• Executive & Administrative Support
  • Provide proactive executive support to the Head of Private Wealth Strategies, including calendar management, meeting logistics, travel coordination, and correspondence.
  • Act as a liaison between leadership, advisors, internal teams, and external partners to ensure alignment and timely execution of priorities.
  • Draft, proof, and distribute client communications, meeting summaries, and internal materials with exceptional attention to detail and confidentiality.
  • Coordinate internal meetings, strategy sessions, advisor training events, and partner presentations.
• Sales Cycle Oversight & Project Coordination
  • Help oversee end-to-end sales cycle execution, ensuring deliverables, planning materials, and onboarding steps are completed efficiently and accurately.
  • Coordinate across internal and external stakeholders to keep engagements moving forward and aligned with service standards.
  • Track action items, deadlines, and follow-ups across multiple initiatives and stakeholders.
  • Support implementation of new strategic partnerships, product rollouts, and marketing initiatives tied to Private Wealth Strategies.
  • Research and compile competitive intelligence, market insights, or advisor channel trends relevant to advanced planning and UHNW clients.
  • Maintain documentation related to compliance, review processes, and client-facing materials.

• Bachelor s degree preferred (Business, Finance, Economics, or…