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Managing Director Wealth Management Jobs in Riverside, CA

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Sunflower Bank, N.A.

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

Armaninollp

Managing Director, Valuations

Irvine, CA · On-site

This Managing Director role is responsible for expanding Armanino's Valuation and Financial ... management, career development, and practice scalability. * Build team culture and create an ...

Pwc

Asset & Wealth Management Tax Manager

Irvine, CA

$99K - $266K/yr

You are responsible for coaching, leveraging team member's unique strengths, and managing ... At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship ...

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All JobsManaging Wealth Management JobsManaging Director Wealth Management JobsManaging Director Wealth Management Jobs in Riverside, CA

Managing Director Wealth Management information

See Riverside, CA salary details

$24.5K

$126.8K

$197.7K

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

As of Aug 10, 2026, the average yearly pay for managing director wealth management in Riverside, CA is $126,780.00, according to ZipRecruiter salary data. Most workers in this role earn between $99,100.00 and $153,900.00 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.
What job categories do people searching Managing Director Wealth Management jobs in Riverside, CA look for? The top searched job categories for Managing Director Wealth Management jobs in Riverside, CA are:
What cities near Riverside, CA are hiring for Managing Director Wealth Management jobs? Cities near Riverside, CA with the most Managing Director Wealth Management job openings:
Managing Director Wealth Management jobs near you
Infographic showing various Managing Director Wealth Management job openings in Riverside, CA as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $126,780 per year, or $61 per hour.

Tax Manager - Wealth Management

Regal Executive Search

Irvine, CA • On-site

$118K - $155K/yr

Full-time

Medical, Retirement

Re-posted 24 days ago

Job description


Tax Manager - Wealth Management
What we are looking for -
As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.
You will -
- Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned
We are looking for -
- Bachelor's degree in accounting, finance, or business
- CPA, Masters in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills
- Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
- Ability to work additional hours as needed and travel to various client sites
We offer -
- Collaborative fun environment
- Commuter benefit up to $265 monthly
- Generous 401(k) match
- Individual and cash profit sharing bonuses
- Generous company contribution to medical benefits
- Summer 'Give Back to the Community' outings
- Catered weekly lunch and healthy snacks
- Fully paid company retreats
Meet Your Recruiter
Tim Bramley

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