Regional Executive Director

71 West Capital Partners is an independent, registered investment advisor (RIA) specializing in highly customized private wealth management for ultra-high-net-worth individuals, families, and foundations across the United States. With offices in Boston and Los Angeles and institutional support from BNY Pershing, the firm combines the scale and resources of a global institution with the agility of a boutique. Its services span portfolio management, pre-liquidity and exit planning, advanced tax strategies, trust and estate consultation, lending and liquidity solutions, strategic philanthropy, and next-generation education and family governance.

71 West follows a disciplined, thesis-driven investment approach that integrates traditional asset classes and tailored private market strategies to generate alpha and preserve generational wealth. The team is led by seasoned founding partners and experienced professionals who share a client-first philosophy and a commitment to delivering sophisticated, personalized advice.

The Regional Executive Director is a full-time remote role responsible for leading and expanding client relationships and business development within a defined region. This position oversees regional growth strategy, manages key client accounts, and coordinates delivery of the firm’s comprehensive wealth management, tax, estate, liquidity, and philanthropic planning solutions. Day-to-day responsibilities include cultivating and onboarding new ultra-high-net-worth clients, deepening existing relationships, and collaborating closely with investment, planning, and operations teams to ensure consistent, high-quality service.

The Regional Executive Director will analyze client portfolios and financial plans, provide strategic guidance on market developments and liquidity events, and represent the firm at virtual and in-person client meetings, conferences, and regional networking opportunities. The role also involves mentoring team members, maintaining strong compliance standards, and contributing to the continuous refinement of the firm’s regional growth initiatives.

• Strong leadership, relationship management, and client advisory skills, with experience serving ultra-high-net-worth individuals, families, or institutions.
• Expertise in wealth management, including portfolio construction, asset allocation, and integration of public and private market strategies.
• Knowledge of advanced tax planning, trust and estate strategies, and liquidity event structuring in coordination with legal and tax professionals.
• Proven business development, networking, and regional market growth capabilities, ideally within an RIA, private bank, or multi-family office environment.
• Excellent communication, presentation, and negotiation skills, with the ability to explain complex strategies in clear, client-friendly terms.
• Strong analytical, strategic thinking, and problem-solving abilities, with attention to detail and sound judgment in dynamic markets.
• Comfort operating in a remote environment, with high personal accountability, time management, and cross-functional collaboration skills.
• Bachelor’s degree in finance, economics, business, or a related field; advanced credentials such