Director Wealth Management

LHH Recruitment Solutions; San Francisco (CA); Sur place; USD 170 000 - 230 000; Plein temps

Résumé du poste

LHH Recruitment Solutions is partnering with a growing wealth management firm to fill a Director-level advisor role. The position targets an experienced advisor who thrives on building relationships with sophisticated clients while growing into leadership.

Ideal candidates bring 5+ years in RIA/wealth management, direct work with high-net-worth families, and strong advisory skills in asset allocation and performance analysis. Mentoring and cross-team collaboration are expected.

Qualifications

• 5+ years in an RIA or wealth management environment.
• Experience working directly with HNW/UHNW clients.
• Strong client relationship management and advisory skills.
• Asset allocation capabilities.
• Ability to discuss investment strategy and performance.
• Willingness to mentor junior team members and collaborate across teams.

Connaissances

Relationship Mgmt

HNW/UHNW Client Experience

Asset Allocation

Performance Analysis

Investment Strategy

Mentorship

Cross-functional Collaboration

Description du poste

I'm partnering with a growing and highly respected wealth management firm on a confidential Director-level role. This is a fantastic opportunity for an experienced advisor who enjoys building relationships with sophisticated clients while continuing to grow into leadership.

What We're Looking For

• 5+ years of experience within an RIA or wealth management environment
• Experience working directly with HNW and UHNW clients
• Strong client relationship management and advisory skills
• Asset allocation
• Performance analysis
• Investment strategy discussions
• Ability to mentor junior team members and collaborate across teams

Why This Opportunity Stands Out

• Clear path to Advisor and leadership roles
• Strong promote-from-within culture
• Opportunity to build and deepen client relationships
• Exposure to sophisticated investment strategies and portfolios
• High-growth environment with long-term career advancement
• Work alongside a highly collaborative and accomplished team
• Currently working within an RIA, family office, or private wealth management firm
• Direct client-facing advisory experience
• Comfortable discussing investments with sophisticated investors and wealthy families
• Humble, collaborative, and team-oriented approach
• Growth mindset with a desire to continue advancing professionally

This role is ideal for someone who enjoys combining relationship management with investment expertise and wants to make a meaningful impact while positioning themselves for future leadership opportunities.

Interested or know someone who may be a great fit? Feel free to message me directly. Happy to network and connect with wealth management professionals as well.

Equal Opportunity Employer/Veterans/Disabled

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The California Fair Chance Act

Los Angeles City Fair Chance Ordinance

Los Angeles County Fair Chance Ordinance for Employers