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Director Wealth Jobs (NOW HIRING)

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

New York, NY · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Foster City, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Partners and Managing Directors by providing service and support functions such as:

BNY Mellon

Director, Wealth Advisor

San Francisco, CA · On-site

$127K - $250K/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 San Francisco, or Menlo Park, CA. In this role, you'll make an ...

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

BNY

Director, Wealth Advisor

San Francisco, CA · On-site

$127K - $250K/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 San Francisco, or Menlo Park, CA. In this role, you'll make an ...

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Director Wealth information

See salary details

$52.5K

$146.1K

$247K

How much do director wealth jobs pay per year?

As of Aug 13, 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 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 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 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.

More about Director Wealth jobs

What cities are hiring for Director Wealth jobs?

Cities with the most Director Wealth job openings:

What are the most commonly searched types of Wealth jobs?

The most popular types of Wealth jobs are:

What states have the most Director Wealth jobs?

States with the most job openings for Director Wealth jobs include:

What job categories do people searching Director Wealth jobs look for?

The top searched job categories for Director Wealth jobs are:

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 1% As Needed, 85% Full Time, 12% Part Time, 1% Temporary, and 1% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $146,114 per year, or $70.2 per hour.

Director, Wealth Management

IEQ Capital

San Francisco, CA • Hybrid

$170K - $225K/yr

Full-time

Re-posted 12 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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