Talent.com
Managing Director, Wealth Management Partner
Managing Director, Wealth Management PartnerJamie Grayem • Boston, MA, United States
Managing Director, Wealth Management Partner

Managing Director, Wealth Management Partner

Jamie Grayem • Boston, MA, United States
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Managing Director, Wealth Management Partner

Remote

A premier, independent multi-billion dollar RIA / Hybrid Platform is conducting a confidential search for an elite, established Wealth Manager to join the firm as a full Partner. This organization was built by advisors, for advisors, with the foundational belief that a superior business model for the advisor is the prerequisite for superior client outcomes.

We blend the top-tier investment capabilities of a global leader with the personalized service and dependable culture of a boutique practice. Our goal is ambitious : To be the world's best independent wealth management organization by empowering our financial advisors to reach their full potential.

Key Affiliation and Structur e :

We offer a high-touch, independent structure that maintains a crucial affiliation with a leading national financial institution, providing institutional-level operational support and due diligence without the internal sales pressure of a wirehouse. The original firm was founded by five top wirehouse advisor teams seeking a scalable independent platform that prioritized ownership and autonomy.

Qualifications :

  • Proven Book of Business : Must have a verifiable track record of exceptional revenue generation with a portable client book of business in TTM Production / Revenue.
  • Experience : 8+ years of experience as a Financial Advisor, Wealth Manager, or Private Client Group Relationship Manager (e.g., Wirehouse, Regional Broker-Dealer, or Bank Trust).
  • Client Focus : Expertise in holistic financial planning for HNW and UHNW clients.
  • Licensing : Current and clean Series 7, 66 (or 65 / 63), and state insurance licenses.

The Partner Advantage (Ownership & Economics) :

  • Freedom from Restrictive Covenants : Operate in an environment free of non-compete agreements.
  • Uncapped Earning Potential : Benefit from a highly competitive revenue-sharing model that significantly increases net take-home pay compared to traditional employee grids.
  • 100% Equity Ownership : Retain full equity and control of your client relationships, creating a valuable, sellable asset for your future.
  • Turnkey Transition Support : Receive dedicated, expert guidance and institutional-level capital to ensure a seamless and well-funded client transition.
    • serp_jobs.job_alerts.create_a_job

    Managing Partner • Boston, MA, United States

    Job_description.internal_linking.related_jobs
    Private Wealth Management Wealth Management Associate

    Private Wealth Management Wealth Management Associate

    Morgan Stanley • Boston, MA, US
    serp_jobs.job_card.full_time
    Wealth Management Associates provide exceptional service to our clients and support Financial Advisor(s) / Private Wealth Advisor(s) / teams on a daily basis. As senior members of the service team, thro...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director / Senior Managing Consultant, Services Business Development-Digital Partnerships

    Director / Senior Managing Consultant, Services Business Development-Digital Partnerships

    MasterCard • Boston, MA, US
    serp_jobs.job_card.full_time +1
    Mastercard powers economies and empowers people in 200+ countries and territories worldwide.Together with our customers, we're helping build a sustainable economy where everyone can prosper.We supp...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
    Head of Fund Accounting Asset Managers (AM’s) (North America), Managing Director

    Head of Fund Accounting Asset Managers (AM’s) (North America), Managing Director

    State Street • Quincy, MA, United States
    serp_jobs.job_card.full_time
    North America Head of Fund Accounting, AM’s is a key leadership position within the Global Fund Accounting Team in Global Delivery. North America Head of Fund Accounting, AM’s is responsible for org...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director, Institutional Fundraising (Northeast)

    Managing Director, Institutional Fundraising (Northeast)

    Star Mountain Capital • Boston, MA, United States
    serp_jobs.job_card.full_time
    Managing Director, Institutional Fundraising (Northeast) at Star Mountain Capital.Proactively develop and manage relationships with sophisticated institutional clients, such as pension funds, endow...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director, Relationship Manager Business Banking

    Managing Director, Relationship Manager Business Banking

    Webster Bank • Boston, MA, United States
    serp_jobs.job_card.full_time
    If you’re looking for a meaningful career, you’ll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Visiting Managing Director

    Visiting Managing Director

    Forum Ventures • Boston, MA, United States
    serp_jobs.job_card.full_time
    Starting a company is demanding, complex, and psychologically challenging.Founders don’t just need funding— they need support, honest feedback, and someone who truly cares in their corner.We’re loo...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director

    Managing Director

    Volo Sports • Boston, MA, United States
    serp_jobs.job_card.full_time
    Be among the first 25 applicants.Founded in 2010, Volo is the largest and fastest‑growing player in the social sports industry. We create year‑round opportunities for adults 21+ to participate in a ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director, Mergers & Acquisitions and 12 Posted on 11 / 23 / 2021 Trending

    Managing Director, Mergers & Acquisitions and 12 Posted on 11 / 23 / 2021 Trending

    Kroll • Boston, MA, United States
    serp_jobs.job_card.full_time
    Managing Director, Mergers & Acquisitions.In a world of disruption and increasingly complex business challenges, our professionals bring truth into focus with the Kroll Lens.Our sharp analytical sk...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Engagement Director

    Engagement Director

    Staffworthy • Boston, MA, United States
    serp_jobs.job_card.full_time
    About the job Engagement Director.This position is the most senior resource who is fully allocated to a particular client assignment. This individual is responsible for managing the client relations...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director

    Managing Director

    SLR Credit Solutions • Boston, MA, United States
    serp_jobs.job_card.full_time
    Managing Director - Private Credit (Underwriting, Portfolio Management & Workouts).Reports To : Head of Underwriting & Portfolio. We are seeking an experienced Managing Director to lead underwriting,...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director

    Managing Director

    Huxley • Boston, MA, United States
    serp_jobs.job_card.full_time
    This range is provided by Huxley.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Direct message the job poster from Huxley.Commerce Practice Man...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence

    BDO USA • Boston, MA, United States
    serp_jobs.job_card.full_time
    Managing Director, Transaction Advisory Services - Healthcare Financial Due Diligence.Posted 2 weeks ago – first 25 applicants considered. The Transaction Advisory Services (TAS) Managing Director i...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Director, Wealth Management

    Director, Wealth Management

    Masis Professional Group • Boston, MA, United States
    serp_jobs.job_card.full_time
    Fanning – a division of Masis Staffing Solutions, LLC.Maintain a keen understanding of client investment objectives, including tax and estate planning needs. Provide customized counsel with portfoli...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director

    Managing Director

    Charles Aris Inc. • Boston, MA, United States
    serp_jobs.job_card.full_time
    Fortune 100 Global Consumer Finance Company.Our client is a Fortune 100 global consumer finance company headquartered in downtown Boston. The company’s goal is to become the premier global player in...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director Commercial Advisory

    Managing Director Commercial Advisory

    Syneos Health • Boston, MA, United States
    serp_jobs.job_card.full_time
    You’re driven, resourceful, and above all else – remarkably smart.In this role, you will drive meaningful commercial success by securing profitable business, actively harvesting accounts, creating ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Director, Global Private Wealth

    Director, Global Private Wealth

    Deerpath Capital • Boston, MA, United States
    serp_jobs.job_card.full_time
    Deerpath Capital is a leading direct lending firm specializing in providing first lien senior debt financing to middle market companies. Deerpath is focused on providing debt capital for acquisition...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Managing Director, Capital Markets

    Managing Director, Capital Markets

    G2 Capital Advisors • Boston, MA, United States
    serp_jobs.job_card.full_time
    About G2G2 Capital Advisors (www.Founded on the belief that middle-market advisory firms can do more, G2 partners with clients to navigate opportunities for growth, address operational or financial...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Managing Director Commercial Advisory

    Managing Director Commercial Advisory

    Syneos Health Commercial Solutions • Boston, MA, United States
    serp_jobs.job_card.full_time
    Managing Director Commercial Advisory.Syneos Health Commercial Solutions.You’re driven, resourceful, and above all else – remarkably smart. In this role, you will drive meaningful commercial success...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted