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Wealth Management Director Jobs in Raleigh, NC (NOW HIRING)

... with direct people-management experience. * 10+ years in enterprise data teams, with substantial experience in financial services, banking, or wealth management. * Strong understanding of data ...

Tax Advisor

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Prior supervisory or management experience with direct reports. * Strong technical knowledge of ... Experience working in a wealth management or integrated advisory firm environment. Why Cerity ...

Tax Advisor

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Prior supervisory or management experience with direct reports. * Strong technical knowledge of ... Experience working in a wealth management or integrated advisory firm environment. Why Cerity ...

Director, Grants Management

Raleigh, NC · On-site

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

With a wealth of learning and career development opportunities, a world-class training facility ... KPMG is currently seeking a Director, Grants Management to join our Advisory Services practice.

Be Seen First

Sr. Sales Assistant

Durham, NC · On-site

$65K - $76K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Director, Business Development Location: In-office, Durham, NC Classification: Full-time, Exempt ... Qualifications: · 2+ years previous experience in wealth management, financial services, banking ...

Landscape Account Manager

Creedmoor, NC · On-site

$40K - $55K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Oversee and direct work of Crew Leaders to ensure work is completed in an efficient manner, in ... Medical, Dental, & Vison • Supplemental Insurance Coverage • Wealth Management: 401(k) with ...

Head of AI Product

Cary, NC · On-site

$237K - $248K/yr

Head of AI Product About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions and enhanced advisor and investor experiences. BetaNXT ...

Head of AI Product

Cary, NC · On-site

$190 - $230/hr

Head of AI Product Full Time Professional Cary, NC, US 5 days ago Requisition ID: 1841 Head of AI Product About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure ...

Head of AI Product

Cary, NC · On-site

$180 - $240/hr

Head of AI Product Full Time Professional Cary, NC, US 2 days ago Requisition ID: 1841 Head of AI Product About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure ...

... wealth management by helping advisors meet the moment with its comprehensive technology ... We solve complex problems for clients every day and use our direct experience to help shape the ...

... wealth management by helping advisors meet the moment with its comprehensive technology ... We solve complex problems for clients every day and use our direct experience to help shape the ...

Product Solutions Engineer

Raleigh, NC · On-site

  • Medical

  • Retirement

  • PTO

... wealth management by helping advisors meet the moment with its comprehensive technology ... We solve complex problems for clients every day and use our direct experience to help shape the ...

Managerial Functions - Manages the preparation of tax or information returns for Wealth clients to ensure accuracy, efficiency, and compliance with all applicable regulations. Establishes and ...

Showing results 41-60

Wealth Management Director information

See Raleigh, NC salary details

$32.6K

$114.2K

$190K

How much do wealth management director jobs pay per year?

As of Aug 16, 2026, the average yearly pay for wealth management director in Raleigh, NC is $114,194.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,800.00 and $152,600.00 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.

What are the most commonly searched types of Wealth Management jobs in Raleigh, NC?

The most popular types of Wealth Management jobs in Raleigh, NC are:

What are popular job titles related to Wealth Management Director jobs in Raleigh, NC?

For Wealth Management Director jobs in Raleigh, NC, the most frequently searched job titles are:

What job categories do people searching Wealth Management Director jobs in Raleigh, NC look for?

The top searched job categories for Wealth Management Director jobs in Raleigh, NC are:

What cities near Raleigh, NC are hiring for Wealth Management Director jobs?

Cities near Raleigh, NC with the most Wealth Management Director job openings:

Infographic showing various Wealth Management Director job openings in Raleigh, NC as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $114,194 per year, or $54.9 per hour.

Manager, Data & Context Governance

BetaNXT Inc

Cary, NC • On-site

Full-time

PTO

This job post has expired 1 day ago. Applications are no longer accepted.


Job description

About BetaNXT

BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience.

BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers, providing end-to-end solutions across the investment lifecycle.

Position Overview

BetaNXT is expanding its data governance function to meet the demands of a rapidly evolving data and AI landscape. We are seeking a Manager, Data & Context Governance to build and lead a team of data stewards and integration specialists responsible for both traditional data governance and a new, equally critical discipline: context governance — ensuring the information, definitions, and business context that power our AI and LLM-driven systems and products are accurate, complete, and trustworthy.

This Manager will hire, lead, and develop a dedicated team, with each team member aligned to a functional business domain, owning governance outcomes for both structured data assets and the context that drives AI-generated outputs.

Beyond installing sound governance practice, this Manager is expected to operate as a strategic partner and execution driver across BetaNXT’s active data and AI initiatives — working hands-on with project teams to ensure governance is built into delivery from the start, not bolted on afterward.

Duties and Responsibilities
  • Build, lead, and develop a team of data stewards and integration specialists, each aligned to a functional business domain (e.g., Trading, Accounts, Positions, Pricing) as their primary partner area.
  • Define role clarity, workload distribution, and performance expectations for team members covering both traditional data governance and context/AI governance responsibilities.
  • Serve as the escalation point and quality bar-setter for team output across all domains, owning the end-to-end result even where day-to-day work is delegated.
  • Develop and execute a data governance strategy that spans structured data assets and the broader context assets (definitions, business rules, taxonomies, knowledge sources) that feed AI and LLM systems and products.
  • Partner directly with product, architecture, and business stakeholders across data and AI initiatives (including the Data Integration Hub) to embed governance requirements into project planning and execution, rather than governing after the fact.
  • Own strategic direction for the data governance tooling, ensuring it is configured and maintained to achieve intended data governance and context governance outcomes (module ownership sits with this Manager; platform architecture is owned separately within the team).
  • Establish governance practices for the context that drives AI/LLM outputs, including:
    • Curating and maintaining the knowledge sources, definitions, and business rules that feed AI/LLM systems and products.
    • Overseeing validation and quality review of AI-generated outputs against approved source context.
    • Establishing governance standards for prompt and agent-instruction design where it affects output accuracy and consistency.
  • Define what “good context” looks like for each business domain and ensure the team applies consistent standards across domains.
  • Design and operationalize a dedicated stewardship model, with clear roles, responsibilities, and processes across both data and context governance.
  • Define domain-alignment structures that connect each team member to the functional business area(s) they support.
  • Define and oversee data quality standards, processes, and metrics for structured data assets.
  • Ensure the completeness and accuracy of the data catalog, data dictionary, and related metadata artifacts.
  • Ensure governance practices support compliance with relevant data protection and industry regulations.
  • Establish and report on KPIs spanning both governance disciplines, including:
    • Traditional metrics: catalog/metadata completeness, team SLA adherence, data quality issue resolution.
    • AI-output metrics: accuracy/groundedness of AI-driven outputs, reduction in escalations or hallucination-related incidents tied to context gaps.
  • Provide regular reporting to leadership on governance program health and business impact.
  • Develop training and enablement to raise data and context literacy across the organization.
  • Lead change management to integrate governance practices into existing workflows.
  • Continuously evaluate and refine governance processes as business needs and AI capabilities evolve.
Skills and Experience
  • 3+ years in a leadership role within data governance, with direct people-management experience.
  • 10+ years in enterprise data teams, with substantial experience in financial services, banking, or wealth management.
  • Strong understanding of data governance principles, metadata management, data quality, and data stewardship.
  • Familiarity with data governance tools and technologies (e.g., Data.World, Informatica, Collibra, Alation).
  • Working knowledge of how LLM/AI systems consume context (retrieval sources, knowledge bases, prompt/agent design) and how gaps in context affect output quality — prior hands-on AI/LLM governance experience is a strong plus but not required.
  • Proven ability to build and lead a team from the ground up, including defining new roles and operating models.
  • Excellent understanding of regulatory requirements related to data privacy and security.
  • Exceptional leadership and communication skills, with the ability to influence across all organizational levels and act as a strategic partner to project teams, not solely a governance-office function.
  • Strong documentation skills to maintain clear records of governance processes, policies, and decisions.


Compensation:

  • We offer a competitive compensation package commensurate with experience and market location including full benefits offering and PTO. Minimum salary of $125,000 plus bonus opportunities and other incentives.