VP / Director of Wealth Management
NACBA, Los Angeles, CA, United States
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
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