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Director of Wealth Management

3 months ago

Phoenix, United States TWM Executive Search Full time

Boutique wealth management firm in Phoenix seeks a Director of Wealth Management to lead the delivery of wealth management and family office services to their growing client base (25mm+ level clientele).


  • Manage a team of 20 advisors, leading weekly meetings and mentoring junior advisors
  • Continue the development and implementation of consistent client service standards and procedures, innovating with additional tools
  • Collaborate with internal teams to facilitate a seamless delivery of service
  • Work with senior leadership to continue the development and execution of business plans
  • Requires 12+ years’ wealth management experience, with a strong UHNW background; CFP, JD, or CPA preferred
  • The ideal candidate will have significant experience managing advisors


~ Relocation assistance available ~