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Wealth Management Director Jobs (NOW HIRING)

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Ensure that transactions in accounts under their direct administration are given proper tax codes ...

Hills Bank

Wealth Management Advisor

Iowa City, IA

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Ensure that transactions in accounts under their direct administration are given proper tax codes ...

Hills Bank

Wealth Management Advisor

Iowa City, IA · On-site

$100K/yr

Administer various wealth management accounts including all types of IRAs, Individual Portfolios ... Ensure that transactions in accounts under their direct administration are given proper tax codes ...

Busey

Managing Director, Wealth

Dallas, TX · On-site

$185K - $230K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Position Summary The Wealth Management Managing Director leads a team of Wealth management professionals and is responsible for identifying and generating new business opportunities with both ...

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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.

Associate Director, Wealth Management

IEQ Capital

San Francisco, CA • On-site

$135K - $175K/yr

Full-time

Re-posted 19 days ago

Job description

Who are we?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
We are looking for a motivated professional to join our team as an Associate Director. In this role, you will work closely with the team to manage important aspects of the client relationship. This role is designed for those that have experience managing client relationships in an investment advisory capacity. Duties and responsibilities include, but are not limited to:
  • Support to Partners and Managing Directors by providing service and support functions such as:
    • Portfolio analysis, trade execution, account maintenance and client/prospect meeting preparation
  • Review various non-publicly traded alternative investments (real estate, credit etc.) and communicate these strategies to clients
  • Construct performance and asset allocation reports along with the recommended portfolio changes
  • Provide exceptional service and devise customized financial strategies for existing/prospective clients
  • Provide investment advice to clients in meetings with Managing Directors and Partners
  • Interact with clients, supporting all aspects of their servicing needs:
    • Researching client inquiries, managing follow up communication and conducting quarterly performance reviews
  • Some travel may be required based on business needs
  • Flexibility to work onsite at our San Francisco and Foster City locations is required
Qualifications
  • 4-7+ years of wealth management experience
  • Exceptional organizational skills, attention to detail
  • Exceptional written and verbal communications skills
  • Ability to think critically, anticipate issues and prioritize multiple projects
  • Familiarity with operational aspects of business (new account openings, disbursements, etc.)
  • Exceptional relationship buildings skills both inside and outside of the organization
  • Ability to work in a fast paced, high-volume, high-pressure environment
  • Experience with Salesforce is a plus
  • CFA, CFP, CAIA designation is a plus
  • Experience with Fidelity Investments is a plus
  • "No task is too small" mentality
  • Bachelor's degree is required
Compensation
The total compensation range for this role, inclusive of base salary and bonus, is $135,000-$175,000, depending on skills and experience.
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