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Wealth Management Director Jobs (NOW HIRING)

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

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

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:

IEQ Capital

Director, Wealth Management

New York, NY · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Los Angeles, CA · Hybrid

$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:

IEQ Capital

Director, Wealth Management

Foster City, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

New York, NY · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$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:

IEQ Capital

Director, Wealth Management

San Francisco, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

Foster City, CA · Hybrid

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

IEQ Capital

Director, Wealth Management

San Francisco, CA · On-site

$170K - $225K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management ... Support to Managing Directors and Partners by providing service and support functions such as:

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Wealth Management Director information

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$33.5K

$117.5K

$195.5K

How much do wealth management director jobs pay per year?

As of Aug 15, 2026, the average yearly pay for wealth management director in the United States is $117,480.00, according to ZipRecruiter salary data. Most workers in this role earn between $80,000.00 and $157,000.00 per year, depending on experience, location, and employer.

What are some common challenges a wealth management director faces when leading advisory teams?

Wealth Management Directors often encounter challenges balancing client relationship management with team leadership responsibilities. They must ensure their team consistently delivers personalized, high-quality advice while adapting to evolving regulations and market conditions. Additionally, fostering collaboration among advisors with diverse expertise and maintaining motivation during market downturns are common hurdles. Effective communication, ongoing training, and clear goal-setting are essential strategies for overcoming these challenges and supporting both clients and team members.

What is the difference between Wealth Management Director vs Financial Advisor?

AspectWealth Management DirectorFinancial Advisor
CredentialsCFP, CFA, Series 7/66CFP, Series 7/66 often preferred
Work EnvironmentSenior-level, strategic planning, managing teamsClient-facing, personalized financial planning
Employer & Industry UsageBanks, wealth management firms, private banksIndependent, brokerage firms, financial planning firms
Search & Comparison IntentHigh-level management, strategic rolesClient service, financial planning

The Wealth Management Director typically holds senior certifications and oversees strategic client portfolios, managing teams and operations. In contrast, Financial Advisors focus on direct client relationships, providing personalized financial advice. While both roles require similar credentials, the Director's role is more strategic and managerial, often within larger institutions, whereas Financial Advisors are more client-centric and operational.

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

To thrive as a Wealth Management Director, you need deep expertise in financial planning, investment management, and regulatory compliance, typically supported by a bachelor’s or master’s degree in finance and certifications such as CFP or CFA. Mastery of portfolio management software, CRM systems, and financial analysis tools is crucial for daily operations. Exceptional interpersonal skills, leadership, and strategic thinking set outstanding professionals apart in this role. These skills ensure effective client relationship management, regulatory adherence, and the successful growth of both client portfolios and the firm.
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Wealth Management Director jobs near you
Infographic showing various Wealth Management Director 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 $117,480 per year, or $56.5 per hour.

Wealth Management Director

First Seacoast Bancorp, Inc.

Dover, NH • On-site

Full-time

Posted 19 days ago

Job description

Job Type
Full-time
Description
Job Summary:
The Wealth Management Director is responsible for the successful operation, leadership, and daily oversight of the Wealth Management Department, ensuring the retention of current customers and driving the development of new business. Through effective leadership and coaching of financial advisors, as well as remaining apprised of market trends, competitor's products, and pricing, and actively participating in community events and organizations, this role ensures the Bank remains competitive and customers receive superb service.
Essential Functions:
  • Acts as primary contact for the Osaic Relationship Management Team at the Bank
  • Responsible for management of the Wealth Management Department staff; including hiring, ensuring training and cross training, and performance management
  • Works with Investment Executive to develop a Business Plan for the Osaic Program, monitors, and reviews program periodically with Investment Executive.
  • Producing manager with responsibility for sales of financial products and services including managed solutions, life insurance, long-term care and annuity products.
  • Works with other department heads to encourage teamwork in the referral and cross referral of clients.
  • Review quarterly reports provided by Osaic and implement agreed upon plans for improvement.
  • Responsible for the management of complaints without taking responsibility for resolution of complaints. Forwards all written and verbal complaints to Osaic Compliance Department for investigation. Monitors progress of complaint resolution by Infinex and assist with implementation of complaint resolution as required
  • Monitor Osaic audits of bank brokerage program and ensure that exceptions are addressed, and recommendations considered for implementation.
  • Reviews monthly Revenue Sharing Statements and reconciles revenue and expense items on the report.
  • Prepare and present reports for Senior Management and bank staff regarding sales activity
  • Prepare budget including sales goals, income, and expenses for the wealth management division.
  • Responsible for training of non-licensed staff for compliance to Interagency Statement and bank policies and procedures for non-deposit investment programs
  • Reviews and maintains non-deposit investment policy and procedures
  • Monitors banks compliance to policy and procedures
  • Works with bank and state and federal examiners in the review of non-deposit investment program.
  • In conjunction with Audit Department, prepares annual Infinex due diligence reporting to bank board
  • Implements and monitors Performance Improvement Plans for Investment Executives or other Financial Services staff when necessary.

Success Competencies:
  • Customer Focus: Making customers and their needs a primary focus of one's actions; developing and sustaining productive customer relationships
  • Quality and Work Standards: Setting high standards of performance for self and others, self-imposing standards of excellence rather than having standards imposed.
  • Integrity: Demonstrates honesty; keeps commitments; Maintains confidentiality and meets own commitments. Adheres to organizational policies and procedures
  • Coaching Others: Providing timely guidance and feedback to help others strengthen specific knowledge/skill areas needed to accomplish a task or solve a problem.
  • Sales Ability/Persuasiveness: Using appropriate interpersonal styles and communication methods to gain acceptance of a product, service, or idea from prospects and clients.
  • Communication: Clearly conveying information and ideas through a variety of media to individuals or groups in a manner that engages the audience and helps them understand and retain the message.

Requirements
Minimum Requirements (education and experience):
  • Bachelor's degree in business or finance or equivalent work experience.
  • Five to seven years in Wealth Management, customer service and business development.
  • Excellent customer service, communication, management, and organizational skills.
  • Strong computer skills and familiarity with various software programs.
  • Series 7, 63, 65, Life, Health Licenses

This position is anticipated to become part of Cambridge Savings Bank ("CSB") following
the successful completion of CSB's proposed acquisition of First Seacoast Bank ("FSB").
Upon close of the transaction, the selected candidate will transition from FSB employment to
CSB employment and become integrated into CSB's organizational structure.

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