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Director Wealth Management
Director Wealth ManagementLeah Yosef International • San Francisco, CA, United States
Director Wealth Management

Director Wealth Management

Leah Yosef International • San Francisco, CA, United States
1 day ago
Job type
  • Full-time
Job description

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

Requirements

  • 5+ years of wealth management leadership
  • #J-18808-Ljbffr

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    Director Wealth Management • San Francisco, CA, United States

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