Director of Wealth Management
Independent RIA, Northern California
Overview
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
- Competitive compensation package including a significant base salary, and objective performance-based bonus program
Requirements
- 5+ years of wealth management leadership
- Prior experience as a Wealth Advisor a plus