Managing Director - Prestigious RIA Firm

Managing Director Wealth Advisory

Are you a strategic leader, team builder, and passionate coach ready to shape the future of a high-performing advisory office? This is a rare opportunity to lead a thriving wealth management team in one of the nation's most dynamic markets. Join a purpose-driven organization that blends financial expertise with a deep commitment to helping individuals live richer, more meaningful lives. With a collaborative culture, national recognition for workplace excellence, and a fast-growing footprint, this firm is redefining what it means to serve clients with care, clarity, and purpose.

About the Role

As Managing Director, you'll oversee a local team of 25+ advisors and professionals, driving business performance, team development, and client service excellence. You'll partner with senior leadership to align strategy, optimize growth, and ensure your office delivers a remarkable experience to every client. This role blends leadership, business strategy, and operational executionideal for someone who thrives in a fast-paced, people-first environment.

Key Responsibilities

• Business Leadership
• Lead the local office, managing financial performance and contributing to P&L decisions.
• Use data-driven forecasting to inform team structure and strategic planning.
• Monitor performance metrics across growth, service, and team health.
• Growth & Market Strategy
• Collaborate with growth leaders to expand market presence and brand recognition.
• Represent the firm in the local community, building relationships and visibility.
• Team Leadership
• Inspire and coach advisory and growth teams.
• Foster a culture of engagement, alignment, and support.
• Serve as the local culture carrier and first-line leader.
• Client Service & People Management
• Oversee client assignments to ensure balance and optimized service delivery.
• Use capacity data and advisor insights to make strategic staffing decisions.
• Partner on workforce planning and resource allocation.
• Operational Excellence
• Ensure consistent execution of best practices while tailoring for local needs.
• Identify and resolve bottlenecks to improve teammate and client experience.
• Align local efforts with scalable growth frameworks.

Benefits

Medical, dental, and vision coverage, retirement plan, generous PTO and holiday flex-days, summer flex-days and paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, additional fringe benefits.

Requirements

What You Bring

Excited about this opportunity? Apply today and send your resume via LinkedIn to Jonathan Christian (JC) del Rosario let's explore how this opportunity could be the right fit for your next career move.