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Managing Director Wealth Management Jobs (NOW HIRING)

IEQ Capital

Director, Wealth Management

Los Angeles, CA · On-site

$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

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 ...

Busey

Director, Wealth

Glenview, IL · On-site

$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

Director, Wealth

Glenview, IL · On-site

$155 - $215/hr

Position Summary Director, Wealth will lead a team of wealth management professionals within a specific local market and be responsible for three key areas: identifying and generating new business ...

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 ...

FAVARH

Regional Director - Wealth Management

Tampa, FL · On-site

The Regional Director serves as a leader within the firm's national sales organization, acting as a ... The role requires exceptional presentation skills, relationship management skills, strategic ...

Choreo

Director, Wealth Advisor

Louisville, KY

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 ...

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Managing Director Wealth Management information

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$23.5K

$121.5K

$189.5K

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

As of Aug 26, 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 does a managing director 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.

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

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 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 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.

How much does a managing director of wealth management make?

A managing director of wealth management typically earns a base salary ranging from $150,000 to $300,000 annually, with total compensation often exceeding $1 million when bonuses and incentives are included. Compensation varies based on experience, client portfolio size, and firm performance, and it often involves leadership and strategic responsibilities within financial institutions.

What is a managing director in wealth management?

A managing director in wealth management is a senior executive responsible for overseeing client portfolios, developing investment strategies, and leading teams to deliver financial services to high-net-worth individuals. They often hold advanced certifications such as the CFA and have extensive industry experience, managing relationships and ensuring compliance with regulations.
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Managing Director Wealth Management jobs near you
Infographic showing various Managing Director 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 83% Physical, 2% Hybrid, and 15% Remote job distribution, with an average salary of $121,522 per year, or $58.4 per hour.

Director, Wealth Management

Los Angeles, CA • On-site

IEQ Capital
Finance and Insurance • 51 - 200 employees
Learn more about IEQ Capitalexternal

$170K - $225K/yr

Full-time

Re-posted 18 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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