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Managing Director Wealth Management Jobs (NOW HIRING)

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 Partners and Managing Directors by providing service and support functions such as:

Socket.dev

NY · On-site

$112 - $140/hr

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

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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 13, 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?

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 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.
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Cities with the most Managing Director Wealth Management job openings:

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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, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 92% Physical, 3% Hybrid, and 5% Remote job distribution, with an average salary of $121,522 per year, or $58.4 per hour.

Managing Director - Wealth Management

TruOak Financial Partners

Birmingham, AL • On-site

$75K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 22 days ago

Job description

Description
Birmingham does not need another financial services office. It needs the right leader to build one.
TruOak Financial Partners is expanding into Birmingham, and we are looking for an experienced financial professional to lead the market from the ground up.
This is not a role where you inherit someone else's team or simply manage existing production. You will have the opportunity to recruit and develop advisors, grow your career, establish TruOak's presence in Birmingham, and help shape the culture and direction of the market.
We are looking for a proven advisor and leader who is ready for greater ownership, stronger support, and a genuine opportunity to build.
As Managing Director, you will lead from the front by producing, recruiting, coaching, and developing financial advisors. You will work directly with TruOak's leadership team and have access to the training, infrastructure, resources, and support of a growing firm while maintaining the autonomy to build a successful local operation.
If you have been preparing for the opportunity to lead your own market, this may be the role you have been waiting for.
Compensation and Benefits
  • Base salary of $75,000 to $150,000, based on experience
  • Performance-based bonus opportunities
  • Medical benefits, vision benefits, and dental benefits
  • 401(k)
  • Hybrid work environment
  • Leadership support and resources to grow the Birmingham market

This opportunity is for someone ready to take ownership of a market and build something that lasts. If that sounds like you, we would welcome the conversation.
Responsibilities
• Launch and lead TruOak Financial Partners' Birmingham presence
• Recruit licensed and aspiring financial advisors
• Coach, mentor, and develop advisors at different stages of their careers
• Maintain personal production and continue serving clients
• Drive advisor growth, market development, and overall production
• Build a culture centered on accountability, collaboration, and purpose
• Develop relationships within the Birmingham business community
• Partner with firm leadership on recruiting, training, and expansion strategy
Qualifications
• Five or more years of experience in financial services, insurance, wealth management, or advisor leadership
• Active Life and Health license required
• Active Series 7 registration required
• Series 65, 66, or 63 preferred
• Demonstrated success in production, recruiting, coaching, or advisor development
• Strong leadership, communication, and relationship-building skills
• Business mindset with the ability to build and lead a market
• A desire for meaningful responsibility, not simply another management title

Apply