Executive Director, Family Office Wealth Advisor

Founded in 2016, Pennington Partners is an award-winning multi-family office that serves entrepreneurial founders, high-income earners, and multi-generational families through integrated wealth and investment solutions. Managing more than $4 billion across advisory mandates, private funds, and affiliated entities, Pennington Partners brings rigor with an entrepreneurial spirit.

Unlike traditional wealth management firms, Pennington operates at the intersection of investment management, tax strategy, and entrepreneurial capital. Clients benefit from coordinated planning, access to private investment opportunities, and a collaborative network of “Operating Partner Families” — founders, executives, and investors who actively engage with the firm and one another around strategic opportunities, investment insights, and long-term wealth planning.

Our culture is vibrant, intelligent, and relentlessly driven. We are an ensemble of exceptional professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm continues to gain scale and institutional structure, we remain deeply committed to our entrepreneurial roots—valuing agility, creativity, and an unwavering client focus.

About the Position

The Executive Director, Family Office Wealth Advisor is a senior leadership role responsible for the acquisition, growth, health, and long-term development of Pennington’s ultra-high-net-worth (UHNW) client relationships. This role offers the opportunity to help shape the next chapter of Pennington Partners’ growth while building a significant advisory practice within a collaborative multi-family office platform dedicated to serving entrepreneurial families.

The right candidate is obsessed with supporting entrepreneurs and ultra-high net worth income earners and bringing exponential value with innovative solutions to unique wealth challenges. The Executive Director serves as the strategic relationship lead — guiding holistic planning, coordinating internal specialists, and leading new client acquisition efforts.

The ideal candidate combines the judgement of a trusted advisor with the drive of a disciplined business builder. This individual will cultivate deep networks within the entrepreneur and ultra-high net worth communities, converting those relationships into long-term partnerships with the firm.

What You’ll Do

Business Development

• Serve as a primary advisor, building and expanding the firm brand that attracts entrepreneurial families. Deliver creative wealth management solutions to your clients and develop deeper relationships to understand their unique challenges, meeting them where they are with bespoke solutions.
• Cultivate strong networks within the entrepreneurial and UHNW communities to exceed annual new asset and revenue targets while maintaining exceptional client satisfaction.
• Leverage professional networks, Centers of Influence (COIs) and strategic partnerships to generate referrals and introductions to UHNW prospects.
• Identify, pursue, and convert UHNW prospects into clients by leading discovery conversations, developing thoughtful strategies, and delivering compelling client presentations.
• Deepen client engagement and expand scope of services across investment management, tax planning, estate planning, philanthropy, and private investment opportunities.
• Lead succession planning conversations and support family governance initiatives, helping prepare rising-generation family members for long-term stewardship of wealth.
• Build trusted relationships with clients and their families, demonstrating empathy and a deep understanding of their unique needs, circumstances, and aspirations.

Relationship Management

• Collaborate with Operating Partner Families to understand their financial objectives, risk tolerance, and values.
• Develop and implement bespoke wealth strategies that integrate investment management, tax planning, and estate planning.
• Communicate complex financial concepts in clear, relatable terms and empower clients to make informed decisions.
• Continuously refine client strategies as circumstances evolve, ensuring alignment with long-term financial goals.

Leadership Presence

• Lead a multi-disciplinary team across the firm to deliver exceptional client outcomes.
• Collaborate with internal specialists, enhancing the client experience and strengthening the Pennington Partners’ reputation within UHNW communities.
• Represent the firm at select industry events, conferences, and networking initiatives.
• Build a personal market presence that reinforces and amplifies the Pennington brand.
• Embrace technology and innovation to enhance client engagement and firm growth.

What You’ll Need

• CFA, CPWA, or CAIA required (or willingness to obtain within a specified timeframe).
• 10+ years of experience in UHNW wealth management, private banking, RIA, multi-family office (MFO), or investment advisory environments.
• Demonstrated success serving as the primary advisor to complex families with a strong business development mindset and measurable asset and revenue growth history.
• Strong critical thinking, analytical, and problem-solving capabilities.
• A passion for cultivating meaningful relationships with entrepreneurs and ultra-high-net-worth families.
• Exceptional communication skills with the ability to engage both clients and internal teams.
• Demonstrate an entrepreneurial mindset with the ability to thrive in a dynamic, growth-stage firm, constantly thinking of new ways to grow and innovate within a competitive landscape.

What You’ll Get

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

• Salary - Competitive compensation (base salary + target bonus)
• Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee’s premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
• Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
• Paid Time Off - 20 days PTO, unlimited sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partners’ policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.

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