Director Wealth Management

Truex Métier; San Francisco (CA); On-site; USD 150,000 - 225,000; Full time

Benefits offered by this job

Equity stake for Directors

Job summary

Truex Métier is seeking a Wealth Management Director to serve as a relationship manager and investment strategist for UHNW clients in San Francisco. You will work directly with firm Partners and CEOs to lead discovery and deliver customized wealth strategies.

The role covers portfolio analysis, macro asset allocation, trade execution, and exposure to non-public alternatives such as private credit and real estate. 4–10 years in portfolio and client management is preferred.

Qualifications

• The ideal candidate will have 4–10 years of portfolio management and client management experience.

Responsibilities

• Manage UHNW client relationships and act as an investment strategist.
• Own complex portfolio analysis and macro asset allocation.
• Oversee trade execution and exposure to non-public alternative investments such as private credit and real estate.

Skills

Portfolio management

Client management

Investment strategy

Job description

We are currently managing an exclusive search for a premier, independent RIA with a presence in San Francisco and Los Angeles. Our client specializes in bespoke family office and wealth solutions for ultra-high-net-worth (UHNW) clients.

About the Role

They are looking for a Wealth Management Director and a Wealth Management Associate Director to serve as a relationship manager and investment strategist.

Standout Aspects of Role

• Senior Desk Visibility: Sit directly with firm Partners and CEOs to lead discovery, deliver customized wealth strategies, and advise UHNW clients.
• Advanced Scope: Full ownership of complex portfolio analysis, macro asset allocation, trade execution, and non-public alternative investments (private credit, real estate, etc.).

Qualifications

• The ideal candidate will have 4–10 years of portfolio management and client management experience.

Required Skills

Preferred Skills

• Experience with bespoke family office and wealth solutions

Pay range and compensation package

• Target cash compensation of $200K – $225K (base + bonus) plus a meaningful equity stake for Directors
• $150K – $170K (base + bonus) for Associate Directors

Equal Opportunity Statement

We are committed to diversity and inclusivity.