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Director Wealth Jobs (NOW HIRING)

Busey

Director, Wealth

Glenview, IL

$155K - $215K/yr

Position Summary Director, Wealth will lead a team of Wealth management professionals within a specific, local market and responsible for three key areas: the identification and generation of new ...

Busey Bank

Managing Director, Wealth

Clayton, MO · On-site

Position Summary The Managing Director, Wealth will lead a team of Wealth management professionals within a specific, local market and will mainly be responsible for three key areas: (1) Identify and ...

Busey

Managing Director, Wealth

Clayton, MO · On-site

Position Summary The Managing Director, Wealth will lead a team of Wealth management professionals within a specific, local market and will mainly be responsible for three key areas: (1) Identify and ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Austin market through CPA partner channels, combining deep planning expertise with disciplined ...

Choreo

Director, Wealth Advisor

Boston, MA

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston market through CPA partner channels, combining deep planning expertise with disciplined ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined ...

Choreo

Director, Wealth Advisor

Boston, MA · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston market through CPA partner channels, combining deep planning expertise with disciplined ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Louisville market through CPA partner channels, combining deep planning expertise with disciplined ...

BNY

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/yr

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the ...

BNY Mellon

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/yr

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth Management team. This role is located in Newport Beach, CA. In this role, you'll make an impact in the ...

Choreo

Director, Wealth Advisor

Boston, MA

$22.75 - $30.50/hr

The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in the Boston market through CPA partner channels, combining deep planning expertise with disciplined ...

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Director Wealth information

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$52.5K

$146.1K

$247K

How much do director wealth jobs pay per year?

As of Sep 2, 2026, the average yearly pay for director wealth in the United States is $146,114.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,500.00 and $195,000.00 per year, depending on experience, location, and employer.

What is a director of wealth?

A Director of Wealth is a senior financial executive responsible for overseeing wealth management services for high-net-worth individuals or organizations. They lead teams of advisors, develop strategies for investment, estate planning, and risk management, and ensure that clients’ financial goals are met. This role involves both client relationship management and the implementation of best practices in portfolio management. Directors of Wealth often work at banks, financial advisory firms, or private wealth management companies, providing tailored solutions to complex financial needs.

What are the key skills and qualifications needed to thrive as a director of wealth?

To thrive as a Director Wealth, you need strong financial acumen, investment management expertise, and a relevant degree such as finance or business, often paired with certifications like CFA or CFP. Mastery of portfolio management systems, financial planning software, and compliance platforms is typically required. Exceptional relationship-building, leadership, and strategic communication skills help differentiate top performers in this role. These capabilities are crucial for delivering tailored wealth solutions, ensuring regulatory compliance, and building lasting client trust.

What are some common challenges a director of wealth faces when managing high-net-worth client portfolios?

A Director of Wealth often navigates complex challenges such as balancing diverse client objectives, staying updated with regulatory changes, and managing market volatility. This role requires careful coordination with legal, tax, and investment specialists to deliver tailored solutions while maintaining strong client relationships. Additionally, Directors of Wealth must ensure their team remains informed and compliant, all while proactively identifying new opportunities for client growth and retention.

What is the difference between Director Wealth vs Financial Advisor?

AspectDirector WealthFinancial Advisor
CredentialsCFP, CFA, or equivalent; often advanced degreesCFP, Series 7, Series 66; varies by employer
Work EnvironmentSenior management, strategic planning, overseeing teamsClient-facing, advising individuals or institutions
Industry UsageFinancial services, wealth management firmsBanking, independent advisory firms, brokerages
Primary FocusOverseeing wealth management strategies and teamsProviding personalized financial planning and investment advice

While both roles operate within the wealth management industry, a Director Wealth typically holds a senior leadership position focused on strategic oversight and managing teams, often requiring advanced certifications. In contrast, a Financial Advisor directly interacts with clients to develop personalized financial plans. The roles differ mainly in scope and responsibilities but share similar credentials and industry environments.

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Director Wealth jobs near you
Infographic showing various Director Wealth job openings in the United States as of August 2026, with employment types broken down into 50% Full Time, and 50% Part Time. Highlights an 100% In-person job distribution, with an average salary of $146,114 per year, or $70.2 per hour.

Managing Director - Wealth Advisory

Waldron Private Wealth

Detroit, MI • On-site

Other

This job post has expired 2 days ago. Applications are no longer accepted.

Job description

Managing Director - Wealth Advisory

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role collaborates across firm leadership to promote growth of the firm while ensuring a high-quality, consistent client experience. In this role you will:

  1. Lead the development and performance of Wealth Advisors and Partners, ensuring alignment with firm standards, expectations, and growth objectives.
  2. Drive consistency of client experience and advisory delivery across Wealth Advisory teams.
  3. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.
  4. Reinforce firmwide client service standards, advisory processes, and engagement expectations across advisors.
  5. Lead and support on-the-job training (OJT) for Wealth Advisors by coordinating exposure to client meetings, business development activities, and strategic discussions.
  6. Obtain and provide feedback on activities, presentations, and advisor performance to drive continuous improvement.
  7. Support the development of Wealth Advisors' and Partners' business development capabilities, including sourcing, networking, and relationship-building strategies.
  8. Serve as a senior resource to Wealth Advisors for client, prospect and COI related activities.
  9. Partner with Director of Wealth Advisory to align talent development and wealth advisory team strategy.
  10. Provide regular feedback to the Chief Advisory Officer regarding advisor performance, development needs, and readiness for advancement.
  11. Serve as a point of escalation for advisor-level client matters, as appropriate.
  12. Support internal training sessions, workshops, and development programs for advisors.
  13. Contribute to firmwide initiatives focused on advisor development, client experience, and service model improvements.

Education/Experience Requirements:

  • Bachelor's degree in finance or related field required.
  • CFP, CFA, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of professional designation.
  • Minimum of ten (10) years of experience in Wealth Advisory required. Twelve (12) years preferred.
  • Minimum of five (5) years of experience managing a team of wealth advisors required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client preferred.
  • Demonstrated experience leading, mentoring, and developing advisors or team members.
  • Demonstrated understanding of business development activities and coaching required.
  • Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Apply