ZipRecruiter

Log In

1

Managing Director Wealth Management Jobs (NOW HIRING)

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

Support to Managing Directors and Partners by providing service and support functions such as ... of wealth management experience * Exceptional organizational skills, attention to detail

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

Support to Managing Directors and Partners by providing service and support functions such as ... of wealth management experience * Exceptional organizational skills, attention to detail

Choreo

Director, Wealth Advisor

Austin, TX

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in ...

Choreo

Director, Wealth Advisor

Austin, TX · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in ...

Northern Trust

Senior Managing Director

Grand Rapids, MI · On-site

$195K - $342K/yr

R153543 Responsible for oversight and management of a Wealth Management team with consolidated ... Capable to direct the activities for multiple units. * Knowledge of business strategy development ...

Choreo

Director, Wealth Advisor

Louisville, KY · On-site

Choreo is a wealth management firm built on an interconnected network of financial advisors with a ... The Director, Wealth Advisor, is responsible for driving client acquisition and market growth in ...

next page

Showing results 1-20

All JobsManaging Wealth Management JobsManaging Director Wealth Management Jobs

Managing Director Wealth Management information

See salary details

$23.5K

$121.5K

$189.5K

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

As of Jul 17, 2026, the average yearly pay for managing director wealth management in the United States is $121,522.00, according to ZipRecruiter salary data. Most workers in this role earn between $95,000.00 and $147,500.00 per year, depending on experience, location, and employer.

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

AspectManaging Director Wealth ManagementFinancial Advisor
CredentialsAdvanced degrees, certifications like CFP, CFA, Series 7/63Certifications like CFP, Series 7/63 often required
Work EnvironmentSenior leadership in private banks, wealth management firmsClient-facing roles in banks, independent firms, or brokerages
Employer & IndustryLarge financial institutions, private banksFinancial advisory firms, banks, independent practices
Search & ComparisonHigh-level management, strategic decision-makingClient portfolio management, financial planning

The Managing Director Wealth Management typically holds senior leadership roles with strategic responsibilities, often requiring advanced certifications and experience. Financial Advisors focus on client relationships and financial planning. While both roles require financial credentials, the Managing Director operates at a higher strategic level within large institutions, whereas Financial Advisors work directly with clients to develop personalized financial plans.

What are the key skills and qualifications needed to thrive as a Managing Director Wealth Management, and why are they important?

To thrive as a Managing Director Wealth Management, you need deep expertise in investment management, financial planning, and regulatory compliance, typically supported by advanced degrees (such as an MBA) and relevant certifications like the CFA or CFP. Familiarity with portfolio management systems, CRM platforms, and financial analytics tools is essential. Exceptional leadership, client relationship management, and strategic communication skills set top performers apart in this role. These skills are crucial for delivering superior client outcomes, driving business growth, and navigating complex financial environments.

How does a Managing Director in Wealth Management typically collaborate with other departments to deliver client solutions?

As a Managing Director in Wealth Management, you will regularly collaborate with teams across investment banking, tax advisory, legal, and risk management to craft comprehensive solutions for clients. This often involves leading cross-functional meetings, coordinating strategies for high-net-worth individuals or institutional clients, and ensuring seamless communication between departments. Building strong internal relationships is crucial, as it enables you to leverage firm-wide expertise and deliver holistic financial advice tailored to complex client needs.

What does a Managing Director of Wealth Management do?

A Managing Director of Wealth Management oversees teams of financial advisors and is responsible for managing client relationships, developing investment strategies, and ensuring the overall success of wealth management operations. They provide leadership, set business goals, and ensure regulatory compliance while focusing on growing assets under management. Additionally, they often work directly with high-net-worth clients to deliver personalized financial solutions and maintain the firm's reputation for excellence.
More about Managing Director Wealth Management jobs
What cities are hiring for Managing Director Wealth Management jobs? Cities with the most Managing Director Wealth Management job openings:
What states have the most Managing Director Wealth Management jobs? States with the most job openings for Managing Director Wealth Management jobs include:
What job categories do people searching Managing Director Wealth Management jobs look for? The top searched job categories for Managing Director Wealth Management jobs are:
Managing Director Wealth Management jobs near you
Director, Wealth Management

Director, Wealth Management

IEQ Capital

Foster City, CA • Hybrid

$170K - $225K/yr

Other

Re-posted 9 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.

#LI-Hybrid

Apply