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Director Of Wealth Management Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Maintain a book of business with a minimum direct annual revenue attribution of $100,000. Business ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Maintain a book of business with a minimum direct annual revenue attribution of $100,000. Business ...

Northern Trust

Private Wealth Director

New York, NY

$236K - $414K/yr

Private Wealth Director The Private Wealth Director leads and cultivates client relationships for ... Works with team of experts to develop and implement customized Wealth Management strategies for ...

Northern Trust

Private Wealth Director

New York, NY · On-site

$236K - $414K/yr

Private Wealth Director The Private Wealth Director leads and cultivates client relationships for ... Works with team of experts to develop and implement customized Wealth Management strategies for ...

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Director Of Wealth Management information

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$33.5K

$117.5K

$195.5K

How much do director of wealth management jobs pay per year?

As of Aug 23, 2026, the average yearly pay for director of wealth management in the United States is $117,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $157,000.00 per year, depending on experience, location, and employer.

What does a director of wealth management do?

A Director of Wealth Management oversees the delivery of financial planning, investment management, and advisory services to high-net-worth individuals and families. They lead a team of advisors, develop client relationships, and ensure that clients receive tailored strategies to grow and protect their wealth. The director is responsible for setting department goals, ensuring regulatory compliance, and staying informed about market trends. They may also assist with business development and help shape the overall strategy for the wealth management division.

What are the key skills and qualifications needed to thrive as a director of wealth management, and why are they important?

To thrive as a Director of Wealth Management, you need deep expertise in financial planning, investment strategies, and portfolio management, often supported by a relevant degree and certifications such as CFP or CFA. Familiarity with financial analysis tools, CRM systems, and risk management platforms is typically required. Exceptional leadership, communication, and client relationship skills help you build trust and lead high-performing advisory teams. These skills and qualities are crucial for delivering tailored wealth solutions, maintaining compliance, and driving business growth in a competitive financial environment.

What are some common challenges faced by a director of wealth management, and how can they be addressed?

Directors of Wealth Management often navigate complex client needs, regulatory changes, and evolving market conditions. Balancing personalized client service with business growth targets can be challenging, as can staying abreast of compliance requirements and technological advancements in the financial sector. Successful directors address these challenges by fostering strong client relationships, investing in ongoing professional development, and leveraging data-driven tools to deliver tailored financial strategies. Additionally, effective collaboration with financial advisors and support teams helps ensure a high level of service and operational efficiency.

What is the difference between Director Of Wealth Management vs Financial Advisor?

AspectDirector Of Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, personalized financial planning
Employer & Industry UsagePrivate banks, wealth management firms, financial institutionsIndependent firms, banks, financial planning companies

The main difference is that a Director Of Wealth Management typically holds a leadership role overseeing teams and strategic initiatives within a firm, requiring advanced certifications and experience. In contrast, a Financial Advisor focuses on direct client relationships, providing personalized financial advice. Both roles often share similar credentials and work within the wealth management industry, but their responsibilities and scope differ significantly.

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Director Of Wealth Management jobs near you
Infographic showing various Director Of Wealth Management job openings in the United States as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $117,480 per year, or $56.5 per hour.

Director, Wealth Management

IEQ Capital

Los Angeles, CA • On-site

$170K - $225K/yr

Full-time

Re-posted 16 days ago

Job description

Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our team as a Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those who have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
  • Support to Managing Directors and Partners by providing service and support functions such as:
  • Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
  • Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
  • Construct performance and asset allocation reports along with the recommended portfolio changes
  • Provide exceptional service and devise customized financial strategies for existing/prospective clients
  • Provide investment advice to clients in meetings with Managing Directors and Partners (in some cases one-on-one with the client)
  • Interact with clients, supporting all aspects of their servicing needs;
  • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
Qualifications
  • 6-9+ years of wealth management experience
  • Exceptional organizational skills, attention to detail
  • Exceptional written and verbal communications skills
  • Ability to think critically, anticipate issues and prioritize multiple projects
  • Familiarity with operational aspects of business (new account openings, disbursements, etc.)
  • Exceptional relationship buildings skills both inside and outside of the organization
  • Ability to work in a fast paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • CFA, CFP CAIA designation is a plus
  • Experience with Fidelity Investments is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required

Compensation
The salary range for this role, inclusive of base salary and bonus, is $170,000 - $225,000, depending on skills and experience.
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