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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 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 Managing Directors and Partners 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

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:

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 ...

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 ...

TIAA

Director, Wealth Management Coach

Hackensack, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

TIAA

Director, Wealth Management Coach

Princeton, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

BNY

Director, Wealth Advisor - BNY

Pittsburgh, PA · On-site

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 Pittsburgh. In this role, you'll make an impact in the ...

TIAA

Director, Wealth Management Coach

Roseland, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

TIAA

Director, Wealth Management Coach

Roseland, NJ · On-site

$155K - $167K/yr

Wealth Management Coach The Director, Wealth Management Coach enables client facing Wealth Management client facing associates to provide objective and comprehensive advice across the full financial ...

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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 Sep 3, 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.

More about Director Wealth jobs

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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 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.

Sales Director, Wealth Management Technology

TecTammina

New York, NY

$100K/yr

Full-time

Re-posted 24 days ago

Job description

Company Description

Tech Tammina LLC

Job Description

Position to fill: Enterprise Sales Director, Wealth Management Technology

Industry:- Wealth Management Technology

Location: NYC

Salary range: $100k base + Equity


Company Description:--

Our client is a growing FinTech startup in the Big Data and Analytics space. They offer 

an enterprise-grade data platform to financial advisors, financial services firms and 

technology companies to more intelligently aggregate, manage, and analyze financial 

portfolio data. 


Job Description:--

They're looking for a high-achieving dynamic Sales Director to take the lead on high-

value enterprise deals and help shape the future and structure of their New York based 

sales team.


Responsibilities are thus to:

-Take lead on major enterprise relationships with financial institutions, large 

technology/industry platforms and large broker-dealers.

-Manage enterprise deals in the financial technology/wealth management space, from lead 

generation to close.

-Navigate roles and ecosystems at enterprise financial services and financial technology 

prospects and clients to build "stickiness" and close deals.

-Take lead on scaling a sales organization in a growing company to optimize the pursuit 

and balance of enterprise clients.


Requirements:--

-Must have at least 5 years experience in enterprise sales within the fintech/wealth 

management/financial advisory industry.

-Familiarity and appreciation for the cadence of enterprise technology sales -- be patient, 

be persistent, be smart, and be hungry.

-Experience growing and managing other members of a sales organization, both junior and 

senior.

Additional Information

Job Status: Full Time 

Share the Profiles to paramesh(at)tammina.com

Contact: 703-349-2332

Keep the subject line with Job Title and Location

Apply