Private Wealth Administrator

Описание вакансии

Allworth Financial (www.allworthfinancial.com) is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management with a direct approach to financial planning. Allworth Financial delivers long- and short-term investment planning solutions and advice to help clients achieve their goals and plan strategically for retirement.

Allworth Financial is a high growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is primarily a fee-based, employee-centric fiduciary advisory firm, that prides itself on emphasizing client well-being and education. The business is a multi-billion dollar firm and is on track for continued growth through both acquisitions and strong organic growth. Allworth is considered a great place to work and was once again given the prestigious “Circle of Excellence” award by the National Business Research Institute for employee and client satisfaction in 2021, placing it among the best-loved brands in America. Allworth Financial was also recognized as a Barron's Top 40 RIA in 2024.

SUMMARY:

The Private Wealth Administrator provides high-level administrative, sales execution, and client development support to the Head of Private Wealth Strategies. This role serves as the operational and coordination backbone for a rapidly growing private wealth consulting platform, supporting advisor engagement, complex sales cycles, and ultra-high-net-worth (UHNW) client planning deliverables.

Blending executive support with internal sales coordination, this role ensures a seamless experience for advisors, referral partners, and prospective clients—from initial engagement through onboarding—while supporting strategic initiatives, partner relationships, and sophisticated wealth planning solutions. The ideal candidate is detail-oriented, highly organized, relationship-focused, and thrives in a fast-paced, entrepreneurial financial services environment.

This is an in-person, exempt position with a compensation range of $80,000–$95,000, which may vary based on experience, and is eligible for a performance-based bonus tied to both individual and company results. The ideal candidate will be able to work in-office a minimum of three days per week at one of our locations in Folsom, CA; Dallas, TX; Indianapolis, IN; or Cincinnati, OH.

Key Responsibilities

Sales, Referral & Relationship Support

• Serve as a key internal point of coordination for advisor, referral partner, and prospective client engagements.
• Support inbound referrals and prospect activity by coordinating timely outreach, meeting scheduling, and next steps.
• Gather, organize, and document client and case information to support introductory meetings and advanced planning discussions.
• Prepare customized pitch materials, presentation decks, and follow-up correspondence in partnership with internal planning and advisory teams.
• Track pipeline activity, referral sources, engagement stages, and key metrics using CRM systems (Salesforce, ThoughtSpot, or equivalent).
• Assist with onboarding new advisory and client relationships, including data gathering, paperwork coordination, and internal handoffs.
• Maintain and update sales collateral, case studies, and product overviews related to advanced wealth strategies (e.g., exchange funds, CRTs, PPLI, QSBS, ESOPs).

Executive & Administrative Support

• Provide proactive executive support to the Head of Private Wealth Strategies, including calendar management, meeting logistics, travel coordination, and correspondence.
• Act as a liaison between leadership, advisors, internal teams, and external partners to ensure alignment and timely execution of priorities.
• Draft, proof, and distribute client communications, meeting summaries, and internal materials with exceptional attention to detail and confidentiality.
• Coordinate internal meetings, strategy sessions, advisor training events, and partner presentations.

Sales Cycle Oversight & Project Coordination

• Help oversee end-to-end sales cycle execution, ensuring deliverables, planning materials, and onboarding steps are completed efficiently and accurately.
• Coordinate across internal and external stakeholders to keep engagements moving forward and aligned with service standards.
• Track action items, deadlines, and follow-ups across multiple initiatives and stakeholders.
• Support implementation of new strategic partnerships, product rollouts, and marketing initiatives tied to Private Wealth Strategies.
• Research and compile competitive intelligence, market insights, or advisor channel trends relevant to advanced planning and UHNW clients.
• Maintain documentation related to compliance, review processes, and client-facing materials.

Qualifications

• Bachelor’s degree preferred (Business, Finance, Economics, or related field).
• 3–5+ years of experience in wealth management, financial services, sales support, or executive assistance.
• Strong understanding of advisor distribution models (RIA, custodial referral, independent broker-dealer) and high-net-worth client dynamics.
• Experience supporting sales cycles, referral-based business, or complex client onboarding processes.
• High proficiency in Microsoft Office (Excel, Word, PowerPoint); CRM experience required.
• Exceptional organizational, communication, and follow-up skills.
• Ability to manage multiple priorities independently while maintaining accuracy and discretion.
• Willingness to learn and operate compliantly within the financial services regulatory environment.

Personal Attributes

• Polished, professional communicator comfortable interacting with senior advisors, referral partners, and UHNW clients.
• Highly organized self-starter who anticipates needs and takes ownership of outcomes.
• Relationship-oriented, service-minded, and responsive with a strong sense of urgency.
• Adaptable and collaborative, thriving in a boutique, growth-oriented environment.
• Genuine interest in advanced wealth planning, estate strategy, and complex financial solutions.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.  Typical reporting relationships are described, but actual relationships may vary in some instances.  This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

BENEFITS

We value our associates’ time and effort. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including:

• Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates
• Dental insurance with MetLife
• Vision insurance with VSP
• Optional supplemental benefits
• Healthcare savings accounts with company contribution
• Flexible spending accounts
• Flexible working arrangements
• Generous 401K contributions
• Exempt associates qualify for our flexible paid time off policy
• Non-Exempt associates will receive 15 days of paid time off annually during the first three years of employment
• 11 Paid Holidays
• Option to participate in our Equity Purchase Program (Contract, intern, and part-time employees are not eligible)
• Future growth opportunities within the company

In addition, we work to maintain the best possible environment for our associates, where people can learn and grow with the firm. We strive to provide a collaborative, creative environment where each person feels encouraged to contribute to our processes, decisions, planning and culture.

Benefits are available to full-time associates who work more than 30 hours a week.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. Typical reporting relationships are described, but actual relationships may vary in some instances. This job description is not intended to be an exhaustive list of all responsibilities, duties, skills, or knowledge required of personnel classified in this job.

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