VP / Director of Wealth Management

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 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 #J-18808-Ljbffr NACBA