We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. Davidson is an independent, employee-owned financial services firm with more than 90 years of experience. As Director of Private Wealth, you will lead advanced planning and business development efforts that help Financial Advisors serve ultra-high-net-worth clients, deepen relationships, and turn sophisticated strategies into measurable growth and new assets. Bachelor’s degree and 10+ years of relevant experience in wealth, estate, or tax planning, financial services, or a related field. Strong business development experience, including advisor consultation, client meetings, public speaking, content development, and chance cultivation. Deep expertise in estate, tax-efficient, philanthropic, asset protection, wealth transfer, and other advanced strategies for high-net-worth and ultra-high-net-worth clients. Life, Health, and Long-Term Care insurance licenses preferred; equivalent expertise in wealth and asset protection strategies may be considered. Expertise with eMoney and familiarity with other financial planning platforms and technology. Strong knowledge of the Internal Revenue Code and its application to complex planning scenarios. Excellent communication, presentation, collaboration, and project management skills across business divisions and leadership teams. Ability to travel across the Davidson branch footprint,



sometimes on short notice. Lead strategic planning and business development for Davidson Private Wealth, strengthening advisor engagement through consultation, education, and field partnership. Create and deliver advisor and client programs, events, and resources that translate advanced planning into practical field execution. Build differentiated Private Wealth capabilities, planning resources, and client deliverables that address complex needs and strengthen the firm’s value proposition. Maintain leading-edge expertise in tax, estate, wealth transfer, philanthropic, and advanced planning strategies. Competitive salary plus excellent benefits and perks including, but not limited to: Medical, Dental and Vision Generous sick, vacation, and maternity/parental leave Paid holidays Davidson Day of Giving – Our tradition of positively impacting communities in which we live and work. The compensation offered will be determined on a case-by-case basis considering a variety of factors including, but not limited to, the skills, relevant work experience, and geographic location of each specific candidate. $We do not discriminate based on race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability. We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges. Davidson’s California Resident Privacy Policy. #

📌 Director of Account Management (Canada)
🏢 D.A. Davidson
📍 Canada