Director

The Anderson Search Group; Houston (TX); On-site; USD 300,000 - 600,000; Full time

Job summary

The Anderson Search Group has been engaged by a respected regional financial institution to appoint a Director of Wealth Advisory in Houston, Texas. This executive will lead sales strategy, advisor development, and market expansion while guiding a high-performing team of Wealth Advisors to deliver exceptional client outcomes.

The ideal leader will build an integrated wealth platform, partner across Commercial Banking, Private Banking, Trust and Investment Management, and drive profitable growth

Qualifications

• Experience leading Wealth Advisors or regional Wealth Management teams.
• Proven track record recruiting and developing top-performing advisors.
• Experience driving advisor productivity and revenue growth.
• Strong understanding of Investment Management and Trust & Fiduciary Services.
• Experience partnering across Commercial Banking, Private Banking, Trust and Retail Banking to deliver integrated client solutions.
• MBA, JD, or other advanced degree preferred.

Responsibilities

• Lead, coach, and develop a team of Wealth Advisors to maximize productivity, engagement, client service, and business results.
• Develop and execute a scalable growth strategy to increase Wealth Management assets under management (AUM), advisory revenue, and overall profitability.
• Establish market growth strategies focused on acquiring new clients, expanding existing client relationships, and increasing wallet share.
• Recruit, develop, and retain top-performing Wealth Advisors while building a strong succession pipeline.
• Coach advisors on comprehensive financial planning, business development, held-away asset identification, and relationship expansion.
• Develop and execute sales strategies that promote consistent referral generation, COI development, and advisor productivity.
• Build strong partnerships across: Commercial Banking, Retail Banking, Trust & Fiduciary Services, Investment Management.
• Partner with Wealth leadership to continuously improve the client experience, business development processes, and advisor delivery model.

Skills

Leadership

Advisor development

Business development

Recruiting top talent

Relationship building

Strategic partnerships

Client experience

Fiduciary excellence

Cross-functional collaboration

Market growth

Education

Bachelor's degree in Business, Finance, Economics

MBA or JD preferred

Job description

Director of Wealth Advisory - Houston, Texas

The Anderson Search Group has been engaged by a highly respected regional financial institution seeking an experienced Director of Wealth Advisory to lead and grow its Wealth Advisory organization.

This executive leadership role is responsible for driving sales strategy, advisor development, market expansion, and revenue growth while leading a high-performing team of client-facing Wealth Advisors. The Director will define and execute the firm's Wealth Advisory growth strategy, helping scale a comprehensive wealth management platform while delivering an exceptional client experience.

This individual will serve as a senior leader within the Wealth Management division, partnering closely with executive leadership, Commercial Banking, Private Banking, Trust, Investment Management, Financial Planning, Portfolio Management, and Retail Banking to expand the organization's wealth business and deepen relationships with affluent and high-net-worth clients.

The ideal candidate is an accomplished wealth management executive with a proven history of building high-performing advisory teams, recruiting top talent, developing referral cultures, and driving profitable growth through an integrated wealth management model.

Responsibilities

• Lead, coach, mentor, and develop a team of Wealth Advisors to maximize productivity, engagement, client service, and business results.
• Develop and execute a scalable growth strategy to increase Wealth Management assets under management (AUM), advisory revenue, and overall profitability.
• Establish market growth strategies focused on acquiring new clients, expanding existing client relationships, and increasing wallet share.
• Recruit, develop, and retain top-performing Wealth Advisors while building a strong succession pipeline.
• Coach advisors on comprehensive financial planning, business development, held-away asset identification, and relationship expansion.
• Develop and execute sales strategies that promote consistent referral generation, COI development, and advisor productivity.
• Build strong partnerships across:
• Commercial Banking
• Retail Banking
• Trust & Fiduciary Services
• Investment Management
• Partner with Wealth leadership to continuously improve the client experience, business development processes, and advisor delivery model.
• Establish performance expectations beyond production, including internal referrals, external referrals, centers of influence (COI) development, client retention, and service excellence.
• Ensure pricing discipline, profitability, fiduciary excellence, and sound risk management across advisory relationships.
• Represent the Wealth Management division internally and externally by building strong relationships throughout the organization and within the community.
• Serve on Wealth Management leadership committees and contribute to strategic initiatives that support long-term organizational growth.

Ideal Candidate

We're seeking a strategic wealth management leader who combines executive leadership, advisor coaching, and business development expertise with a passion for building an exceptional wealth management organization.

Successful candidates will demonstrate experience in:

• Leading Wealth Advisors or Regional Wealth Management teams.
• Recruiting, mentoring, and developing top-performing advisors and future leaders.
• Driving advisor productivity, revenue growth, and assets under management.
• Developing comprehensive wealth planning strategies for affluent and high-net-worth clients.
• Building referral cultures across Commercial Banking, Private Banking, Retail Banking, Trust, and other business lines.
• Creating scalable sales processes and advisor development programs.
• Leading organizational growth initiatives while maintaining a client-first, fiduciary culture.

Preferred Qualifications

• Bachelor's degree in Business, Finance, Economics, or a related field required.
• 10-12+ years of progressive Wealth Management leadership experience.
• Proven track record leading client-facing Wealth Advisors or Wealth Management sales organizations.
• Demonstrated success recruiting, coaching, and developing Wealth Advisors.
• Strong understanding of:
• Investment Management
• Trust & Fiduciary Services
• Business succession planning
• Experience partnering across Commercial Banking, Private Banking, Trust, and Retail Banking to deliver integrated client solutions.
• Exceptional executive presence, communication skills, and relationship-building ability.
• MBA, JD, or other advanced degree preferred.

Leadership Characteristics

The ideal leader will possess:

• Executive presence with the ability to influence senior leadership and inspire advisor teams.
• A servant-leader mindset focused on coaching, mentorship, and advisor development.
• Strong strategic thinking and organizational leadership skills.
• Exceptional interpersonal and cross-functional collaboration abilities.
• Sound judgment, integrity, and unwavering fiduciary standards.
• A passion for building high-performing teams and delivering outstanding client outcomes.
• The ability to balance growth, profitability, client experience, and risk management.

Compensation

• Highly competitive executive compensation package.
• Base salary plus annual incentive opportunity.
• Long-term career growth with a stable, highly respected regional financial institution.

Why This Opportunity?

This is a rare opportunity to shape the future of an established and growing Wealth Management organization. The Director of Wealth Advisory will play a pivotal role in defining strategy, recruiting and developing top talent, strengthening partnerships across the bank, and expanding the firm's presence in affluent and high-net-worth markets.

The successful leader will help build a scalable, relationship-driven wealth platform where advisors are empowered to deliver comprehensive financial planning while collaborating across multiple lines of business. This role is ideal for an experienced wealth management executive who enjoys leading leaders, driving strategic growth, and creating a culture centered on exceptional client service, fiduciary excellence, and long-term relationship management.