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Vice President Wealth Management Jobs (NOW HIRING)

Orion

SVP, Wealth Strategy

San Francisco, CA · On-site

Reporting to the EVP, Wealth Management Product and Platform, this position serves as the senior strategy leader responsible for connecting Orion's business objectives, advisor needs, market trends ...

QCR Holdings, Inc.

SVP Wealth Management

Moline, IL · On-site

$160K/yr

Description TITLE: SVP Wealth Management DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The SVP of Wealth Management is responsible for leading the strategic direction, development and ...

Orion

SVP, Wealth Strategy

Mundelein, IL · Hybrid

Reporting to the EVP, Wealth Management Product and Platform, this position serves as the senior strategy leader responsible for connecting Orion's business objectives, advisor needs, market trends ...

Orion

SVP, Wealth Strategy

San Francisco, CA · Hybrid

Reporting to the EVP, Wealth Management Product and Platform, this position serves as the senior strategy leader responsible for connecting Orion's business objectives, advisor needs, market trends ...

QCR Holdings, Inc.

SVP Wealth Management

Moline, IL · On-site

$160K/yr

Description TITLE: SVP Wealth Management DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The SVP of Wealth Management is responsible for leading the strategic direction, development and ...

Quad City Bank & Trust

SVP Wealth Management

Moline, IL · On-site

$160K/yr

TITLE: SVP Wealth Management DEPARTMENT: 980 - Wealth Management/Trust JOB SUMMARY: The SVP of Wealth Management is responsible for leading the strategic direction, development and management of the ...

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How much do vice president wealth management jobs pay per year?

As of Jul 30, 2026, the average yearly pay for vice president wealth management in the United States is $157,532.00, according to ZipRecruiter salary data. Most workers in this role earn between $115,000.00 and $190,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Vice President Wealth Management position, and why are they important?

To thrive as a Vice President Wealth Management, you need deep expertise in investment strategies, financial planning, and portfolio management, typically supported by a bachelor’s or master’s degree in finance or related fields. Proficiency with financial analysis software, CRM platforms, and industry certifications such as the CFP or CFA are often essential. Outstanding interpersonal skills, leadership, and the ability to build trust with clients help you excel in this senior client-facing role. These competencies are crucial for driving business growth, delivering tailored wealth solutions, and leading high-performing advisory teams.

What are the typical career advancement opportunities for a Vice President Wealth Management?

Vice Presidents of Wealth Management often have a clear path to more senior leadership roles such as Managing Director, Head of Wealth Management, or even executive positions within financial institutions. Success in this role can also open doors to specialized areas like private banking, investment consulting, or family office management. Advancement is typically driven by demonstrated business development results, strong client relationships, and leadership capabilities. Many organizations offer professional development programs and mentorship opportunities to support career growth in this field.

What does a Vice President of Wealth Management do?

A Vice President of Wealth Management is responsible for overseeing financial planning, investment strategies, and client relationship management for high-net-worth individuals and institutions. They provide tailored financial solutions, portfolio management, and risk assessment to help clients achieve their long-term financial goals. Additionally, they collaborate with other financial professionals to offer comprehensive wealth management services, including tax planning, estate planning, and retirement strategies.

What cities are hiring for Vice President Wealth Management jobs? Cities with the most Vice President Wealth Management job openings:
What are the most commonly searched types of Wealth Management jobs? The most popular types of Wealth Management jobs are:
What states have the most Vice President Wealth Management jobs? States with the most job openings for Vice President Wealth Management jobs include:
What job categories do people searching Vice President Wealth Management jobs look for? The top searched job categories for Vice President Wealth Management jobs are:
Vice President Wealth Management jobs near you
Infographic showing various Vice President Wealth Management job openings in the United States as of July 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, 1% Temporary, and 2% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $157,532 per year, or $75.7 per hour.

VP, Wealth Management

Everwise Credit Union

South Bend, IN • On-site

Full-time

Re-posted 12 days ago

Job description

Job Description:
Position Summary:
The Vice President, Wealth Management is a strategic and operational leader responsible for leading and growing Everwise Credit Union's Wealth Management function. The incumbent provides oversight leadership for all investment advisory, brokerage, trust, and financial planning services. The VP drives long term organizational value by accelerating member growth, deepening market penetration, and ensuring best in class financial guidance across all member segments. This role reports to the Chief Banking Officer.
Primary Responsibilities & Duties:
  • Lead Wealth Management strategy aligning functional objectives with Everwise corporate strategy and long-term growth plan.
  • Define the Wealth Management teams multi-year strategic roadmap including new products, digital advisory capabilities, and emerging wealth solutions.
  • Remain current on market trends, competitive positioning, and enterprise growth opportunities in investment, trust, and retirement services.
  • Develop budgets and accountable for Wealth Management revenue optimization, expense management, margin expansion, and long-term financial sustainability.
  • Establish and implement enterprise-level operational frameworks that are efficient, scalable, and provide quality service to our members.
  • Maintain leadership responsibility for regulatory readiness and adherence to regulatory requirements (FINRA, SEC, NCUA).
  • Build and lead strategic partnerships with third-party advisors, broker/dealers, technology platforms, and community organizations.
  • Oversee development of new Wealth Management channels including digital advisory, financial wellness programs, partnerships, and new membership segments.
  • Champion the design and delivery of a holistic, relationship-based financial planning experience that differentiates Everwise in the marketplace.
  • Identify and implement strategies to elevate advisor productivity, deepen member relationships, and expand advisory capabilities.
  • Oversee experience-driven service models that support high net-worth, mass affluent and emerging wealth members.
  • Direct enterprise risk management practices for all investment and advisory activities including supervision and compliance oversight.
  • Monitor economic conditions and provide strategic guidance to optimize performance and mitigate organizational risk.
  • Build highly effective and well-informed advising teams.
  • Drive cross-functional integration with Retail, Digital, Marketing, Finance and Commercial teams.

Knowledge/ Skills:
  • Deep knowledge of financial planning, investment strategies, and regulatory compliance.
  • Exceptional strategic thinking and organizational skills, with the ability to align business strategy with operational execution.
  • Strong business acumen with deep knowledge of investment, fiduciary and advisory practices.
  • Strong leadership, influencing, and team development skills.
  • Excellent verbal and written communication skills, with the ability to clearly articulate complex strategies to diverse audiences.
  • High integrity and commitment to member-centric service.

Minimum Requirements:
  • Bachelor's degree in Finance, Business Administration, or related field (Master's or MBA preferred).
  • 10+ years progressive leadership experience in wealth management, investment advisory, or financial services.
  • 8+ years leadership experience with proven experience leading teams.
  • FINRA Series 7, 24, and 63 (or equivalent) required; CFP® designation strongly preferred.
  • Proven track record of driving growth and profitability in a wealth management or investment services environment.
  • Experience working with a broker/dealer preferred.

Everwise is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.

Apply