Director Wealth Management

Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.

Clear and well-trodden path to partnership as the firm continues to expand ownership within the next generation of leaders.

The Opportunity

• Coach, mentor, and collaborate with a team of high‑performing Wealth Advisors to ensure the optimal client experience
• Advance growth initiatives throughout the firm including talent acquisition, tuck‑in advisors, and business development to lead the firm to the next level of performance
• Extensive collaboration with the Executive Committee and Operations Team
• Collegial culture that values diversity, equity, and inclusion
• Work‑life balance inclusive of a hybrid schedule
• $250,000+ compensation package

Requirements

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