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Managing Principal Wealth Management Jobs (NOW HIRING)

HDR

Managing Principal

Minneapolis, MN · On-site

The primary responsibility of the Managing Principal is for strategic vision, leadership ... A minimum of 10 years previous management experience * Professional Architectural registration

Pfluger Architects

Managing Principal

Austin, TX · On-site

Managing Principal Department: Client Engagement Employment Type: Full Time Location: Austin, Texas ... Oversee project-level activities of the project management staff. Business Development & Strategic ...

Pfluger Architects

Managing Principal

Austin, TX · On-site

$180K - $289K/yr

Oversee project-level activities of the project management staff. Business Development & Strategic ... The Managing Principal is expected to commute 3 days per week to Pfluger's local office and travel ...

Cerity Partners LLC

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Pfluger Architects

Managing Principal

Austin, TX · On-site

Oversee project-level activities of the project management staff. Business Development & Strategic ... The Managing Principal is expected to commute 3 days per week to Pfluger's local office and travel ...

Cerity Partners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Ceritypartners

Wealth Advisor

Los Altos, CA · On-site

$165K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Northern Impact

Managing Principal

San Diego, CA · On-site

Overview National Award-Winning Studio is actively seeking a Managing Principal for their San Diego ... Management & Staff Development: * Foster a supportive environment that encourages professional ...

BSK Associates

Managing Principal

Fresno, CA · On-site

$138K - $209K/yr

Join Our Team as a Managing Principal! BSK Associates, a trusted name in engineering with 60 years ... Empowering Management : Our leadership trusts you to excel in your role, is approachable, and ...

Cerity Partners

Wealth Advisor

Lansdowne, PA · On-site

$120K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Ceritypartners

Wealth Advisor

Lansdowne, PA

$120K - $175K/yr

The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role ...

Savvy Advisors, Inc.

Principal Wealth Advisor

$200K/yr

Wealth management is a $545 billion industry that still runs on manual work. 75% of advisors offer no digital communication beyond email, and most still build financial plans by hand in Excel. Savvy ...

RICK ENGINEERING COMPANY

Managing Principal

Folsom, CA · On-site

$150K - $225K/yr

Responsibilities The Managing Principal will promote the overall growth and profitability of the Sacramento office and have client relationships and commitment to community involvement Qualifications

Northern Impact

Managing Principal

Seattle, WA · On-site

... Principal for their new Seattle office. With over 20 offices across the U.S., the award-winning ... Proven track record in business development and client relationship management * Experience leading ...

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Managing Principal Wealth Management information

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$36.5K

$109.4K

$182K

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

As of Sep 12, 2026, the average yearly pay for managing principal wealth management in the United States is $109,393.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $125,000.00 per year, depending on experience, location, and employer.

What is a managing principal in wealth management?

A Managing Principal in Wealth Management is a senior executive responsible for overseeing the overall operations, strategy, and growth of a wealth management firm or division. They manage teams of financial advisors, ensure compliance with regulations, and develop business strategies to attract and retain clients. Managing Principals often play a key role in client relationship management, investment decisions, and firm leadership. Their goal is to ensure the organization delivers high-quality financial planning and investment services to clients while achieving business objectives.

What are some common challenges faced by a managing principal in wealth management, and how can they be addressed?

A Managing Principal in Wealth Management often faces challenges such as balancing client retention with business growth, staying compliant with evolving regulations, and leading diverse teams toward shared goals. Successfully addressing these challenges involves fostering strong client relationships, investing in ongoing professional development for the team, and implementing robust compliance protocols. Effective communication and strategic delegation are also crucial for managing complex client needs while ensuring the firm's long-term success.

What are the key skills and qualifications needed to thrive as a managing principal in wealth management, and why are they important?

To thrive as a Managing Principal in Wealth Management, you need deep financial expertise, strategic business acumen, and experience in client relationship management, typically supported by a bachelor's or master's degree in finance, economics, or related fields, along with relevant licenses such as the Series 7 and Series 66. Proficiency with portfolio management software, CRM platforms, and financial planning tools is essential. Outstanding leadership, communication, and problem-solving abilities help you inspire teams and build lasting client trust. These skills are crucial for driving firm growth, ensuring regulatory compliance, and delivering exceptional client outcomes in a competitive industry.

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

AspectManaging Principal Wealth ManagementFinancial Advisor
CredentialsCFP, CFA, Series 7/66, CFP certification often requiredCFP, Series 7/66, sometimes less extensive certifications
Work EnvironmentLeadership role in wealth management firms, strategic planningClient-facing, providing financial planning and investment advice
Employer & IndustryWealth management firms, private banks, financial institutionsIndependent or firm-based, financial services industry

Managing Principal Wealth Management typically involves overseeing firm operations and strategic decision-making, while Financial Advisors focus on advising clients directly. Both roles require relevant certifications and operate within the financial services industry, but their responsibilities and work environments differ significantly.

What are popular job titles related to Managing Principal Wealth Management jobs?

For Managing Principal Wealth Management jobs, the most frequently searched job titles are:

Infographic showing various Managing Principal Wealth Management job openings in the United States as of September 2026, with employment types broken down into 1% As Needed, 82% Full Time, 15% Part Time, and 2% Contract. Highlights an 87% Physical, 2% Hybrid, and 11% Remote job distribution, with an average salary of $109,393 per year, or $52.6 per hour.

Managing Principal

Minneapolis, MN • On-site

HDR
Specialized Design Services • 5 - 10K employees
Learn more about HDRexternal

Full-time

Re-posted 27 days ago

Key responsibilities

  • Lead the strategic vision, leadership, and quality assurance of the Minneapolis architecture office.

  • Oversee and direct the activities of personnel within the office, including implementing plans, marketing strategies, and project management.

  • Develop relationships with target clients, pursue new projects, and collaborate with internal teams to ensure office growth and project success.

HDR rating

8.9

Company rating: 8.9 out of 10

Based on 61 frontline employees who took The Breakroom Quiz

Job description

At HDR, our employee-owners are fully engaged in creating a welcoming environment where each of us is valued and respected, a place where everyone is empowered to bring their authentic selves and novel ideas to work every day. As we foster a culture of inclusion throughout our company and within our communities, we constantly ask ourselves: What is our impact on the world?
Watch Our Story:' https://www.hdrinc.com/our-story' 
Each and every role throughout our organization makes a difference in our ability to change the world for the better. Read further to learn how you could help make great things possible not only in your community, but around the world. 
We believe architecture is more than designing buildings, it's about providing solutions to societal challenges and creating stronger, more vibrant communities. As part of our Architecture practice at HDR, you'll contribute to the design and delivery of spaces and experiences that advance community well-being around the world. From healing environments and learning spaces to research labs and civic landmarks and infrastructure, your work will directly influence how individuals experience the world around them. We bring together architects, planners, designers, and technical experts to solve complex design challenges with creativity, curiosity, and collaboration. From championing design excellence with an emphasis on resilience and sustainability to pioneering innovative building technologies, your contributions will leave a lasting impact on the built environment. This isn't just a job, it's a chance to drive meaningful change and help define the future of our communities.

We are currently searching for a strong, local, design professional to thrive as the Managing Principal in leading our Minneapolis architecture studio. This is an exciting opportunity for someone who desires to lead an established architectural practice for an internationally recognized firm. The primary responsibility of the Managing Principal is for strategic vision, leadership, inspiration, quality assurance, and profitability of the office to ensure the annual plan is implemented.  

The Managing Principal role at HDR is one where a collaborative attitude is necessary and expected. While you will be focused on the success of the Minneapolis office, you will be required to work closely with other Managing Principals in the region and across the firm to implement sound business practices, bring the highest level of service and quality to our clients and lead the growth of the office.

To achieve success, the Managing Principal will work directly with their team and market sector leadership to develop relationships with target clients and pursue new projects in the surrounding region. The pursuit of new work will be in a collaborative manner with local designers, technical leaders, and national experts as required. This individual will oversee and direct the activities of personnel within the office including implementing annual plans, marketing strategies, public relations, project planning, financial planning and management, staff planning and oversight and other related matters. This position will be responsible for establishing local office policies / procedures and adherence to corporate policies, project contract financial fee and budget information in conjunction with Marketing and Project Management, and establishment and/or maintenance of quality control processes and procedures. The Managing Principal may be required to lead and manage teams on larger projects, as well as perform other duties as needed.
 

Preferred Qualifications:

  • Stronger consideration will be given to candidates with Healthcare, Higher Education and/or Science experience
  • Preference will be given to individuals in the local market.
Required Qualifications
  • Bachelor's degree in Architecture or closely related field
  • A minimum of 10 years previous management experience
  • Professional Architectural registration
  • Good leadership and organizational skills
  • Service- and client-related personality
  • Maintains a professional or engineering registration and has related technical experience
  • Extensive experience in development and management of diverse teams
  • An attitude and commitment to being an active participant of our employee-owned culture is a must

What We Believe
HDR is our company. Together, we build on each other's life experiences and perspectives to make great things possible every day. This shapes our collaborative culture, encourages organizational trust and connects us closer to the clients and communities we serve.
Our Commitment
As employee owners, we all have a role in creating an inclusive environment where each of us is welcomed, valued, respected and empowered to bring our authentic selves to work every day.
Our eight Employee Network Groups (Asian Pacific, Black, Hispanic/Latino(a), LGBTQ+, People with Disabilities, Veterans, Women, Young Professionals) help create a sense of belonging and foster a supportive environment where everyone is empowered to engage and contribute. Each group has an executive sponsor and is open to all employees.

What HDR employees say

Pay

Benefits

Hours and flexibility

Workplace

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About HDR

Sourced by ZipRecruiter

At HDR, we specialize in engineering, architecture, environmental and construction services. While we are most well-known for adding beauty and structure to communities through high-performance buildings and smart infrastructure, we provide much more than that. We create an unshakable foundation for progress because our multidisciplinary teams also include scientists, economists, builders, analysts and artists.

Industry

Specialized design services

Company size

5,001 - 10,000 Employees

Headquarters location

Omaha, NE, US

Year founded

1917

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