Private Client Group Manager

Wilson Daniels is a distinguished, family-owned marketing and sales company founded in 1978, renowned for representing a highly selective portfolio of the world's most distinctive wines. As a fully integrated enterprise, Wilson Daniels upholds the highest standards of excellence set forth by its founders, Win Wilson and Jack Daniels. This esteemed company focuses on building long-term, strategic partnerships with luxury wine producers who share a profound respect for terroir and are recognized as benchmarks in their respective regions. Wilson Daniels is dedicated to inspiring and promoting a passion for fine wine from the most distinguished properties and terroirs worldwide through exceptional marketing, education, and brand-building initiatives. They cultivate mutually rewarding, enduring relationships not only with their employees but also with their winery and trade partners. Their vision is to be globally recognized as the leader in fine wines, setting the standard for integrity, quality, and excellence.

The Private Client Group Manager role at Wilson Daniels is a pivotal position entrusted with managing an exclusive portfolio within the Private Client Group (PCG) program. Working closely with the Vice President of the PCG, the manager is responsible for handling the Western U.S. portfolio, overseeing commercial initiatives, client relations, events, and engagement activities. This role requires a dedicated focus on ultra-high-net-worth clients and prospective collectors, building long-term relationships based on trust, credibility, discretion, and exceptional service. The manager supports the retention, recruitment, and sustained growth of this highly selective PCG community.

Key responsibilities involve maintaining disciplined CRM practices, developing detailed client profiles using research and engagement tracking, and using insight-driven segmentation to deepen personalization and strengthen retention. Additionally, the role demands the development and execution of a regionally tailored sales and engagement strategy designed to meet budgeted sales turnover and profitability goals while supporting various curated PCG offerings throughout the year. The manager plans, markets, and hosts marquee PCG events, including winery principal visits, portfolio showcases, and international collector trips featuring immersive cultural and culinary programming.

Furthermore, the position requires maintaining strong and collaborative relationships with winery principals and strategic suppliers to ensure alignment between producer objectives and PCG initiatives. Acting as an eloquent and confident brand ambassador, this manager represents Wilson Daniels in all client-facing settings with professionalism and polish. This role demands an individual who thrives in a dynamic, high-touch luxury environment and is passionate about fine wines and exemplary client service. It offers an exciting opportunity to engage with world-class producers and discerning collectors, contributing significantly to the company's stature as a leader in the fine wine market.