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Managing Director Wealth Management Jobs (NOW HIRING)

TIAA

Senior Director, Wealth Management-Roseland, NJ

Roseland, NJ · On-site

$155K - $180K/yr

  • Medical

  • Life

  • Retirement

Wealth Management The Wealth Management Director job leads an integrated team of advisors for a specific territory and has overall responsibility to cultivate and grow client relationships within the ...

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 ... Serve as the lead relationship manager and primary point of contact for ultra-high net worth client ...

BNY

Director, Wealth Advisor

San Francisco, CA

$127K - $250K/yr

We're seeking a future team member for the role of Director, Wealth Advisor to join our Wealth ... Serve as the lead relationship manager and primary point of contact for ultra-high net worth client ...

Vista Wealth Solutions

Wealth Management Advisor

Wayne, PA · Remote

$80K - $270K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

Wealth Management Advisor VISTA WEALTH SOLUTIONS - RADNOR, PA Why Join Us? Are you ready to start a financial practice? If you've built a strong book of business and are looking for a better home for ...

Mercer Advisors

Director, Wealth Strategy - Estate Planning

$170K - $200K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

As a Director, Wealth Strategy, you will leverage your estate planning and tax expertise to deepen ... Meeting internally with wealth advisors, financial planners, other wealth management, and members ...

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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 Aug 14, 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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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

WealthBridge Financial Group

Kent, WA

Full-time

Posted 17 days ago

Job description

Managing Director | WealthBridge Financial Group

WealthBridge Financial Group is seeking an experienced and dynamic Managing Director to lead and grow our team of financial advisors. This leadership role focuses on developing high-performing teams, fostering strong client relationships, and executing strategic initiatives to drive business growth.

As Managing Director, you will be responsible for mentoring advisors, expanding client portfolios, and ensuring exceptional service delivery consistent with WealthBridge's standards and values. You'll leverage our firm's resources and brand strength to support your vision for growth, while maintaining your own client practice.

This is a PLAYER/COACH role -- you will have a thriving personal practice and lead by example

Requirements

  • Minimum of 3 years of proven experience in financial services or wealth management with a successful personal practice
  • Active Life and Health insurance license required
  • FINRA Series 6/7 and 63/66 licenses preferred; sponsorship available if not currently held
  • Strong leadership and team development skills with a passion for mentoring advisors
  • Proven track record in client acquisition, retention, and comprehensive financial planning
  • Business-oriented mindset with long-term strategic vision
  • Excellent communication and interpersonal skills
  • Authorization to work in the United States

Apply