Director Wealth Management
1 week ago
Director of Wealth Management
Sonoma Counties
Independent RIA
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
- $250,000+ compensation package
- Relocation package available
Requirements
- 5+ years of wealth management leadership
- Prior experience asa Wealth Advisor a plus
1766
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