Description

VP / Director of Wealth Management

Salem Partners Wealth Management

Overview

Salem Partners Wealth Management is seeking a senior, client-facing wealth management professional to support ultra-high-net-worth clients and work closely with firm leadership. This role is designed for an experienced professional with strong markets fluency, client presence, and judgment, who enjoys being a trusted relationship partner rather than a pure portfolio manager or salesperson.

The position sits at the intersection of investment communication, client relationship management, and family-office coordination, and will play a key role in presenting portfolios, handling complex one-off client needs, and translating investment strategy into clear, client-ready narratives.

 
Key Responsibilities

Client & Relationship Management

• Serve as a senior point of contact for select UHNW clients
• Lead and participate in quarterly client meetings, including performance reviews, portfolio discussions, and market updates
• Act as a relationship quarterback, coordinating internal teams and external advisors to ensure seamless client experience
• Handle ad hoc, high-touch client requests that require judgment, discretion, and follow-through

Investment & Portfolio Communication

• Prepare and present portfolio performance reports, asset allocation summaries, and attribution analyses
• Communicate market conditions, investment rationale, and portfolio positioning clearly and confidently
• Support portfolio construction discussions in partnership with senior investment leadership
• Assist with tracking and communication related to alternative investments, capital calls, and distributions 

Family Office Coordination

• Coordinate with clients’ CPAs, attorneys, and insurance professionals on trusts, estate planning, and complex structures
• Support philanthropic initiatives, including donor-advised funds and foundations
• Oversee document flow, reporting, and communications with custodians, fund managers, and service providers
• Manage sensitive matters with a strong understanding of confidentiality and reputational considerations

Special Projects & Leadership Support

• Support the CEO and CIO on strategic initiatives and special projects
• Prepare materials for investment committee discussions as needed
• Help translate complex internal work into clear, client-ready communication

Requirements

Qualifications

• 7+ years of experience in UHNW wealth management, multi-family office, private banking, or investment management
• Strong understanding of portfolio construction, markets, and investment principles
• Proven ability to present to sophisticated clients with confidence and credibility
• Experience coordinating across legal, tax, and advisory professionals
• High level of judgment, discretion, and professionalism
• Bachelor’s degree required; CFA, CFP, or advanced degree a plus
   

Ideal Candidate Profile

• Markets-literate and intellectually curious
• Comfortable being client-facing without owning a book or running portfolios
• Strong communicator who can simplify complexity
• Organized, proactive, and calm under pressure
• Enjoys variety, ambiguity, and one-off problem solving
• Trusted partner mindset rather than sales-driven