Regional Director, Key Intermediary -- New York

Job Description

Regional Director, Key Intermediary — New York

Location: New York

Type: Full-time

Reports to: President, with functional coordination through the Regional Director, Team Lead

About Global Citizen Solutions

Global Citizen Solutions (GCS) is an international advisory firm specializing in global mobility, residence and citizenship solutions, and strategic advisory services.

Founded in Lisbon in 2016, GCS has advised more than 15,000 clients, facilitated over USD 3.5 billion in investment, and offers a portfolio of 50+ residence and citizenship solutions through a team of more than 100 professionals.

About the Role

Global Citizen Solutions is seeking an accomplished Regional Director, Key Intermediary to lead the development of our institutional presence in New York.

This is a senior, externally facing and highly commercial role focused on originating and developing high-value intermediary relationships across private banks, family offices, wealth managers, RIAs, financial advisers, law firms, tax advisers, accounting firms and other professional advisers serving HNW and UHNW clients.

The Regional Director will act as a senior ambassador for GCS while remaining directly accountable for business generation: building a strong intermediary network, developing recurring referral partnerships and generating qualified client opportunities.

This is fundamentally a self-origination role. The successful candidate will be expected to independently build their institutional network and commercial pipeline within their market. Where appropriate, they will also support the initial qualification of referred prospects before transitioning qualified opportunities to GCS’s Client Advisory team.

Key Responsibilities

• Build and manage a high-quality network of private banks, family offices, wealth managers, RIAs, financial advisers, law firms, tax advisers, accounting firms and other professional intermediaries.
• Proactively originate and onboard new intermediary relationships capable of generating recurring qualified referrals.
• Develop senior-level relationships with decision-makers, relationship managers, partners and key influencers within priority institutions.
• Maintain a disciplined cadence of meetings, presentations and follow-up with priority relationships.
• Identify strategic partnerships and broader market-development opportunities.
• Represent GCS at institutional meetings, conferences, industry events and professional associations.
• Build GCS’s visibility, credibility and institutional presence across the regional HNW/UHNW and professional-advisory ecosystem.
• Develop strong knowledge of GCS’s residence, citizenship and global mobility solutions to engage credibly with intermediaries.
• Support the initial qualification of referred prospects and transition qualified opportunities to the Client Advisory team.
• Collaborate across GCS teams and markets to develop cross-border intermediary opportunities.
• Maintain a structured commercial pipeline and accurate CRM records covering relationships, meetings, referrals, opportunities and next actions.

What We’re Looking For

• 7+ years of proven experience in business development, institutional sales, private banking, wealth management, private-client services or another relevant commercial environment.
• An established professional network across private banking, family offices, wealth management, RIAs, financial advisory, legal, tax, accounting or related professional services within the relevant market.
• Demonstrated origination capability — the ability to independently open doors, build senior-level institutional relationships and develop them into sustainable commercial partnerships.
• Strong understanding of the HNW/UHNW ecosystem and professional intermediary channels.
• Executive presence and confidence engaging with senior decision-makers.
• Excellent communication, presentation, relationship-management and negotiation skills.
• Commercially driven, entrepreneurial and comfortable operating with significant individual accountability.
• High standards of integrity, discretion and professionalism.
• Knowledge of residence and citizenship planning, global mobility, international private-client advisory or cross-border wealth planning is advantageous but not essential.
• Bachelor’s degree or equivalent professional experience.
• Candidates must already be based in, or able to operate effectively from New York and hold valid U.S. work authorization. GCS does not provide visa sponsorship for these positions.

Performance Expectations

Performance will be assessed primarily on:

• Origination and onboarding of high-quality Key Intermediary relationships
• Qualified referrals generated through the intermediary network
• Retained GCS clients originating from those relationships
• Quality and development of the intermediary pipeline
• Contribution to GCS’s market penetration, institutional visibility and commercial growth

Specific annual targets will be communicated as part of the individual performance framework.

Career Development

Regional Directors join GCS as senior market owners.

At the 12-month review, the opportunity to build a local team will be assessed based on sustained commercial performance and market opportunity. Strong performers can expect broader market responsibility and leadership of strategic partnerships as the GCS network continues to scale.

Compensation

GCS offers a competitive base salary aligned with the relevant market, the candidate’s experience, professional network and demonstrated track record, together with performance-based variable compensation.

GCS is an equal opportunity employer. We welcome applications from all qualified candidates regardless of background.

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