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Wealth Management Director Jobs in Ladera Ranch, CA

BNY

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/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 ...

BNY Mellon

Director, Wealth Advisor

Newport Beach, CA · On-site

$130K/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 ...

Sunflower Bank NA

Wealth Planner

Irvine, CA · On-site

$78K/yr

The Wealth Planner may assist the Managing Director of Wealth Planning and other Senior Wealth Planners in all aspects of enhancing client relationships and growing the organization's wealth ...

First American

Sr. Product Manager

Santa Ana, CA · On-site

$129K - $172K/yr

The ideal candidate has deep wealth management product experience, strong delivery discipline, and ... First American reasonably believes that a criminal history may have a direct, adverse and negative ...

First American

Sr. Product Manager

Santa Ana, CA

$129K - $172K/yr

The ideal candidate has deep wealth management product experience, strong delivery discipline, and ... First American reasonably believes that a criminal history may have a direct, adverse and negative ...

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All JobsWealth Management JobsWealth Management Director JobsWealth Management Director Jobs in Ladera Ranch, CA

Wealth Management Director information

See Ladera Ranch, CA salary details

$35.6K

$124.9K

$207.8K

How much do wealth management director jobs pay per year?

As of Aug 22, 2026, the average yearly pay for wealth management director in Ladera Ranch, CA is $124,885.00, according to ZipRecruiter salary data. Most workers in this role earn between $85,000.00 and $166,900.00 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 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.

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 most commonly searched types of Wealth Management jobs in Ladera Ranch, CA?

The most popular types of Wealth Management jobs in Ladera Ranch, CA are:

What job categories do people searching Wealth Management Director jobs in Ladera Ranch, CA look for?

The top searched job categories for Wealth Management Director jobs in Ladera Ranch, CA are:

What cities near Ladera Ranch, CA are hiring for Wealth Management Director jobs?

Cities near Ladera Ranch, CA with the most Wealth Management Director job openings:

Wealth Management Director jobs near you
Infographic showing various Wealth Management Director job openings in Ladera Ranch, CA as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $124,885 per year, or $60 per hour.

Tax Manager - Wealth Management

Regal Executive Search

Irvine, CA • On-site

$118K - $155K/yr

Full-time

Medical, Retirement

Re-posted 6 days ago

Job description


Tax Manager - Wealth Management
What we are looking for -
As a member of the Tax Services Team, the Tax Manager is primarily responsible for the administration and delivery of U.S. (federal and state) income, gift, and estate tax services to our clients. This person will work closely with our Wealth Management Directors in managing client relationships and the development of our Associates. This position will be responsible for the supervision, training, and mentoring of Tax Services Associates. Occasional travel and periodic after-hours work will be required.
You will -
- Prepare and review (individual, fiduciary, partnership, S-Corporation, non-profit, and C-corporation) income tax, gift and estate tax work papers and returns and projections and estimated tax payment vouchers
- Work with clients (by telephone, written correspondence, and/or face to face meetings) as well as Wealth Managers as needed
- Supervise, evaluate and mentor members of the department
- Manage Tax Services Department responsibilities (project management and monitoring, e-filing, tax software, tracking of work flow, creating and maintaining templates, mailing of returns, scanning of documents, etc.)
- Perform other professional and administrative duties as assigned
We are looking for -
- Bachelor's degree in accounting, finance, or business
- CPA, Masters in Taxation, LLM in Taxations, or JD
- Five to seven years of progressive tax compliance and/or tax consulting experience; experience in public accounting
- Exceptional client service and communication skills with a demonstrated ability to develop and maintain outstanding client relationships
- Previous tax return review experience
- Team Player attitude
- Strong leadership, recruiting, training and mentoring skills
- Good organization skills
- Strong computer skills including proficiency in Microsoft Office Suite, Go-System Tax RS, Planner CS, RIA Checkpoint, and UltraTax CS
- Ability to work additional hours as needed and travel to various client sites
We offer -
- Collaborative fun environment
- Commuter benefit up to $265 monthly
- Generous 401(k) match
- Individual and cash profit sharing bonuses
- Generous company contribution to medical benefits
- Summer 'Give Back to the Community' outings
- Catered weekly lunch and healthy snacks
- Fully paid company retreats
Meet Your Recruiter
Tim Bramley

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