Director of Wealth Services

Hermitage Wealth Management, Inc.; Richmond (VA); On-site; USD 110,000 - 190,000; Full time

Job summary

Hermitage Wealth Management, Inc. in Richmond, VA is seeking a Director of Wealth Services to lead the client experience for our individual wealth management practice. This is a service and leadership role, not a sales role, and you will not be expected to build a book of business.

You will coordinate between the lead advisor, clients, and wealth services team, oversee planning meetings, client meetings, and the execution of actions to ensure an exceptional client experience.

Qualifications

• Experience in financial planning or wealth management required.
• Strong organization and follow-through with attention to detail.
• Ability to build trusted client relationships and work collaboratively.
• Proven leadership experience within a wealth services team is preferred.

Responsibilities

• Lead weekly planning meetings and coordinate preparation for upcoming client meetings.
• Review prior meeting notes, planning recommendations, reports, and action items.
• Participate in client meetings and help ensure an exceptional client experience.
• Prepare executive meeting summaries and delegate follow-up responsibilities.
• Oversee timely completion of client service and planning action items.
• Maintain accurate CRM records and client classifications.
• Help identify client needs and issues requiring advisor attention.
• Provide leadership and accountability across the wealth services team.
• Over time, help develop client appreciation and referral initiatives.

Skills

Client service leadership

Relationship building

Organization

Communication

Job description

Director of Wealth Services

Hermitage Wealth Management, Inc. | Richmond, VA | Full-Time, In-Office

A Different Kind of Wealth Management Role

Do you enjoy financial planning and working with clients, but not prospecting, cold calling, or the pressure to continually build a book of business?

Hermitage Wealth Management, Inc., a growing independent wealth management firm in Richmond, Virginia, is seeking a Director of Wealth Services to help lead the client’s experience for our individual wealth management practice.

This is a service and leadership role—not a sales role. You will not be expected to build a book of business or prospect for new clients. Instead, you will help ensure that approximately 175 client households receive an exceptional, highly organized wealth management experience.

Hermitage manages close to $1 billion across two divisions. This position focuses on our individual wealth management practice, representing approximately $300 million in assets, and works closely with an experienced team of planning, new business, and client service professionals.

What You'll Do

You will serve as the central point of coordination between the lead advisor, clients, and wealth services team. Responsibilities include:

• Lead weekly planning meetings and coordinate preparation for upcoming client meetings.
• Review prior meeting notes, planning recommendations, reports, and outstanding action items.
• Participate in client meetings and help ensure an exceptional client experience.
• Prepare executive meeting summaries and delegate follow-up responsibilities.
• Oversee timely completion of client service and planning action items.
• Maintain accurate CRM records and client classifications.
• Help identify client needs and issues requiring advisor attention.
• Provide leadership and accountability across the wealth services team.
• Over time, help develop client appreciation and referral initiatives.

Who We're Looking For

Our ideal candidate combines strong organization and follow-through with genuine warmth and an ability to build trusted client relationships.

You may be an experienced financial planner or wealth management professional who has discovered that you enjoy serving clients and leading a team more than prospecting for new business.

You will thrive in this role if you:

• Take ownership and bring solutions rather than problems.
• Communicate exceptionally well, both verbally and in writing.
• Remain calm and organized in a fast-moving environment.
• Enjoy building long-term client relationships.
• Can lead and coordinate an experienced team.
• Work independently and make sound decisions.