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