National Vice President, Priority Clients

The Opportunity

We’re looking for a National Vice President, Priority Clients to join our Direct Investing team.

Reporting to the VP, Strategic Partnerships & Priority Clients, the National Vice President, Priority Clients, plays a leadership role within the Direct Investing team. This position is responsible for leading a team of Senior Relationship Managers, fostering a high-performance culture, and ensuring the delivery of exceptional service to High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.

In addition to team leadership, the National Vice President, Priority Clients maintains a select portfolio of complex client relationships, providing personalized wealth management advice and strategic investment guidance. The ideal candidate brings deep expertise in online brokerage, a proven track record of team and sales leadership, and a client‑centric approach that drives loyalty and growth.

Who you are

• Service –...