Director Wealth Management

LHH; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical, Dental and Vision

HSAs

PTO/Holidays/Sick time

401(k) match

Employee Stock Purchase Plan (ESPP)

Paid parental leave

Life/Disability insurance

Tuition support

Job summary

LHH is hiring a Director, Wealth Management to lead client advisory activities for high-net-worth individuals. You will collaborate with senior advisors to deliver customized investment solutions, strengthening client relationships and driving a high-touch advisory experience.

The role blends client service, investment strategy, and portfolio construction with opportunities for growth in a fast-paced RIAs environment.

Qualifications

• 6+ years in wealth management or related field.
• Experience managing relationships with high-net-worth clients.
• Strong understanding of investment markets and asset allocation.
• Ability to explain complex investments clearly to clients.
• Experience preparing investment reviews and client presentations.
• Familiarity with advisory operations such as account openings and transfers.
• Excellent organizational skills in a fast-paced environment.

Responsibilities

• Serve as a key member of the client advisory team, supporting and managing relationships with high-net-worth clients.
• Participate in client meetings, performance reviews, and investment discussions.
• Analyze portfolios and asset allocations, providing thoughtful recommendations and strategic insights.
• Prepare investment analyses, client presentations, and performance reporting.
• Review and communicate alternative investment opportunities, including private credit, private equity, and real estate strategies.
• Assist with portfolio implementation, trading activity, and ongoing account maintenance.
• Respond to client requests and coordinate solutions across investment, operations, and service teams.
• Partner with senior leadership to develop customized financial and investment strategies.
• Help ensure a best-in-class client experience through proactive communication and exceptional service.

Skills

Relationship management

Investment knowledge

Portfolio construction

Client communication

Analytical skills

Education

CFP designation

CFA designation

CAIA designation

Tools

Salesforce

Fidelity

CRM systems

Job description

Our client, a rapidly growing independent Registered Investment Advisor (RIA), is seeking a Director, Wealth Management to join its client advisory team. This is an opportunity to work with high-net-worth and ultra-high-net-worth individuals, delivering customized investment solutions and serving as a trusted resource throughout the client relationship.

This role is ideal for a wealth management professional who enjoys the intersection of client service, investment strategy, portfolio construction, and relationship management. You'll partner closely with senior advisors while developing deep relationships with clients and helping deliver a high-touch advisory experience.

What You'll Do

• Serve as a key member of the client advisory team, supporting and managing relationships with high-net-worth clients
• Participate in client meetings, performance reviews, and investment discussions
• Analyze portfolios and asset allocations, providing thoughtful recommendations and strategic insights
• Prepare investment analyses, client presentations, and performance reporting
• Review and communicate alternative investment opportunities, including private credit, private equity, and real estate strategies
• Assist with portfolio implementation, trading activity, and ongoing account maintenance
• Respond to client requests and coordinate solutions across investment, operations, and service teams
• Partner with senior leadership to develop customized financial and investment strategies
• Help ensure a best-in-class client experience through proactive communication and exceptional service

What We're Looking For

• 6+ years of experience within wealth management, private banking, family office, or investment advisory environments
• Experience supporting or managing relationships with high-net-worth and ultra-high-net-worth clients
• Strong understanding of investment markets, portfolio construction, and asset allocation strategies
• Ability to communicate sophisticated investment concepts in a clear and client-friendly manner
• Experience preparing investment reviews, portfolio analyses, and client presentations
• Knowledge of advisory operations, including account openings, transfers, distributions, and client service processes
• Strong organizational skills and ability to manage multiple priorities in a fast-paced environment

Preferred Qualifications

• CFP, CFA, or CAIA designation
• Experience working with alternative investments
• Familiarity with Salesforce, Fidelity, or similar wealth management platforms

Why This Opportunity?

• Join a fast-growing, employee-oriented advisory firm with a collaborative culture
• Work directly with experienced advisors and sophisticated clients
• Gain exposure to both traditional and alternative investment strategies
• Competitive compensation package with bonus opportunity
• Opportunity for long-term growth and increased client-facing responsibility

If you're passionate about wealth management and enjoy building meaningful client relationships while helping clients achieve their financial goals, we'd love to connect.

• Medical, Dental and Vision
• HSAs
• PTO/Holidays/Sick time
• 401(k) match
• Employee Stock Purchase Plan (ESPP)
• Paid parental leave
• Life/Disability insurance
• Tuition support

Compensation:

The anticipated salary for this position is between $175,000 to $250,000.

Equal Opportunity Employer/Veterans/Disabled

To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to https://www.lhh.com/us/en/candidate-privacy

The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:

• The California Fair Chance Act
• Los Angeles City Fair Chance Ordinance
• Los Angeles County Fair Chance Ordinance for Employers
• San Francisco Fair Chance Ordinance