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UHNW Private Wealth Client Services Lead; Remote
Remote / Online - Candidates ideally in
Palo Alto, Santa Clara County, California, 94306, USA
Listed on 2026-03-12
Palo Alto, Santa Clara County, California, 94306, USA
Listing for:
GemHarvest Executive Recruiting
Remote/Work from Home
position Listed on 2026-03-12
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
A leading wealth management firm in Palo Alto, CA, is seeking an Associate Director of Private Wealth Client Services. This role entails managing administrative and private banking needs for ultra-high net worth clientele, ensuring exceptional client experiences. The ideal candidate will have a Bachelor’s degree and over 4 years of experience in financial services. This position offers competitive compensation between $130,000 and $200,000, plus bonuses, with a hybrid work schedule (4 days in the office, Fridays remote).
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