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Wealth Management Director Jobs (NOW HIRING)

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

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

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

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

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

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

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 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

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 · 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

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

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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All JobsWealth Management Director Jobs

Wealth Management Director information

See salary details

$33.5K

$117.5K

$195.5K

How much do wealth management director jobs pay per year?

As of Jul 3, 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 Wealth Management Directors face 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 highest paying job in wealth management?

The highest paying roles in wealth management are typically senior positions such as Chief Wealth Officer or Managing Director, which can earn multi-million dollar compensation packages including base salary, bonuses, and profit sharing. These roles often require extensive experience, advanced certifications like the CFA or CFP, and strong client relationship management skills.

What does a wealth management director do?

A wealth management director oversees the development and implementation of financial strategies for high-net-worth clients, providing investment advice, estate planning, and risk management. They coordinate with clients, financial advisors, and other professionals to meet clients' financial goals and often hold certifications like the CFP or CFA. The role requires strong analytical skills and knowledge of financial markets and products.

What is the highest salary in wealth management?

The highest salaries for a Wealth Management Director can exceed $300,000 annually, often including bonuses and profit sharing. Compensation varies based on experience, client portfolio size, and firm performance, with top earners in large firms or private banks earning significantly more.

How many financial advisors make $500,000 a year?

Wealth management directors and experienced financial advisors can earn $500,000 or more annually, especially with a strong client base, high-net-worth clients, and relevant certifications like the CFP or CFA. Such earnings typically include base salary, bonuses, and commissions, and are more common in large firms or private wealth management settings.

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.
More about Wealth Management Director jobs
What cities are hiring for Wealth Management Director jobs? Cities with the most Wealth Management Director 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 Wealth Management Director jobs? States with the most job openings for Wealth Management Director jobs include:
What job categories do people searching Wealth Management Director jobs look for? The top searched job categories for Wealth Management Director jobs are:
Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in the United States as of June 2026, with employment types broken down into 5% As Needed, 70% Full Time, 10% Part Time, 5% Temporary, and 10% 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.
Director of Wealth Management

Director of Wealth Management

Cain Watters & Associates, LLC

Frisco, TX • On-site

$180K - $210K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 2 days ago

Job description

Summary/Objective
Reporting to the Chief investment Officer, the Wealth Management Director is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates' wealth management platform. This role oversees the delivery of comprehensive, goal-based wealth management services for high-net-worth individuals and families, ensuring a consistent, high-quality client experience aligned with CWA's tax-optimized advisory philosophy. The Director partners closely with firm leadership, advisors, tax professionals, and operations to drive organic growth, enhance advisor effectiveness, and ensure fiduciary excellence across investment management and financial planning.
Essential Functions
  1. Provide strategic direction and leadership for CWA's wealth management offering, ensuring alignment with firm-wide goals, client value proposition, and fiduciary standards.
  2. Evolve and refine the firm's wealth management framework, including goal-based planning, portfolio construction, and ongoing monitoring processes.
  3. Ensure delivery of a consistent, high-touch client experience across all phases of the client lifecycle-from onboarding through ongoing advisory relationships.
  4. Oversee investment philosophy execution in coordination with internal and external investment partners, including asset allocation, due diligence, and portfolio monitoring.
  5. Support organic growth through advisor coaching, referral strategy development, and cross-functional collaboration with planning, tax, accounting, and practice transition teams.
  6. Ensure wealth management activities align with SEC regulations, firm policies, and fiduciary best practices.
  7. Maintain and deepen long-term client relationships by ensuring proactive communication, personalized advice, and a consistently high-quality service experience aligned with each client's goals and values.

Responsibilities & Duties
  1. Evolve and refine the firm's wealth management framework, including goal-based planning, portfolio construction, and ongoing monitoring processes.
  2. Serve as a senior leader and thought partner to executive leadership on growth strategy, capacity planning, and service model design.
  3. Act as a senior escalation point for complex client situations involving investment strategy, tax planning, estate considerations, and multi-generational wealth needs.
  4. Champion client education, transparency, and proactive communication regarding portfolio performance and market conditions.
  5. Establish standards and best practices that enable advisors to cultivate strong, enduring client relationships through effective communication, disciplined planning, and an exceptional, relationship-driven service experience.
  6. Lead, mentor, and develop wealth management advisors, fostering a culture of fiduciary responsibility, collaboration, and continuous improvement.
  7. Establish standards for financial planning quality, investment recommendations, and client engagement.
  8. Partner with Talent and Learning teams to support advisor onboarding, training, and professional development
  9. Ensure financial planning recommendations are integrated with tax strategy, accounting insights, and long-term legacy planning.
  10. Participate in or chair investment and/or planning committees as appropriate.
  11. Partner with marketing and leadership to articulate and communicate CWA's wealth management value proposition to prospective clients and centers of influence.
  12. Monitor key performance indicators, including AUM growth, client retention, and revenue performance.
  13. Partner with Compliance and Operations to maintain strong internal controls, documentation standards, and supervisory processes.

This job description is not designed to cover or contain a comprehensive listing of essential functions or responsibilities that are required of the employee for this job. Essential functions and responsibilities and activities may change at any time with or without notice.
Education & Experience
  • Bachelor's degree required; advanced degree preferred.
  • CFP designation required; CPA or CFA strongly preferred.
  • 10+ years of progressive experience in wealth management or financial advisory services, with at least 5 years in a senior leadership role.
  • Experience within a registered investment advisory (RIA) firm serving high-net-worth clients.
  • Demonstrated success leading advisors, scaling advisory programs, and managing complex client relationships.
  • Deep expertise in comprehensive financial planning, investment management, and tax-aware wealth strategies.
  • Strong leadership presence with the ability to influence, coach, and inspire senior professionals.
  • Exceptional communication skills, with the ability to translate complex financial concepts into clear, client-friendly guidance.
  • Strategic mindset balanced with operational discipline and attention to detail.

Travel
Some travel is required for annual company meetings, industry events, and partner-hosted conferences or trainings.
Work Environment
This job operates in a clerical, office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.
Physical Demands
This is a largely sedentary role; however, some filing may be required. This would require the ability to lift files, open filing cabinets and bend or stand as necessary.
Position Type & Expected Hours of Work
This is a full time, exempt position. Days and hours of work are Monday through Friday 8:30 a.m. to 5 p.m. Some flexibility in hours is allowed based on management's approval.
Job Compensation & Benefits
Through our competitive compensation and benefits program, we seek to attract, retain and motivate a high-performing and increasingly diverse Associate population. Our compensation and benefit structure is comprised of many factors, including but not limited the size of our Firm, our financial position, the industry, business objectives, market salary information, benchmark pay levels and practices against the respective peer group (to ensure equal pay for equal work, with allowable pay differences based on factors not prohibited by law), and unique circumstances of the Firm that are subject to change.
Compensation
Minimum: $180,000 - Maximum: $210,000 USD, plus bonus and incentive
Benefits
Heavily subsidized medical insurance options
Generous employer HSA contributions
100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
Dental and Vision plans
Unlimited PTO
Organization-paid holidays, including an extended Winter Break
Safe Harbor 401k Plan
Employer-paid professional dues, licenses, and renewals
Continuing Education resources
Family Planning Assistance Program and Paid Parental Leave
Subsidized fitness programs
CWA has consistently been recognized from rating services and publications such as:
INSIDE Public Accounting - Top 100 Firms (2022, 2023, 2024)
Top Workplaces - Financial Services (2024)
Top Workplaces - Culture Excellence (2024)
Accounting Today - Top Firm by AUM (2024)
USA Today - Top Workplaces (2024, 2025)
Accounting Today - Top 100 Firms (2022, 2023)
Forbes America's Best Tax & Accounting Firms (2022, 2023)
INSIDE Public Accounting - Top 100 Fastest Growing Firms (2022)
Dallas Morning News - Top Workplace (2022, 2023)
Accounting Today - Beyond Top 100: Firms to Watch (2020)
Accounting Today - Regional Leaders Top Firms (2012, 2015, 2016, 2018, 2020)
INSIDE Public Accounting - Beyond the Top 100 (2015, 2016, 2018, 2020)
INSIDE Public Accounting - Top 200 Firms (2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020)
Cain Watters & Associates is committed to upholding the principles of the Equal Pay and Opportunity Act (EPOA). If you have any concerns regarding compliance with this policy, we encourage you to report them immediately by contacting HR at hr@cainwatters.com. Your concerns will be handled with the utmost confidentiality and care.

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