Managing Director - Wealth Advisory

Waldron Private Wealth; Bridgeville (Allegheny County); On-site; USD 180,000 - 300,000; Full time

Job summary

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead performance, development, and service delivery of Wealth Advisors and Partners. You will collaborate across firm leadership to promote growth and ensure a high-quality client experience.

This role requires a Bachelor’s degree in finance or related field, professional designations such as CFP®, CFA®, or JD, and 10+ years in wealth advisory with at least 5 years in team leadership.

Qualifications

• Bachelor’s degree in finance or related field is required.
• Professional designations (CFP®, CFA®, JD or equivalent) are required or strongly preferred.
• Investment Adviser Representative eligibility within 3 months of start date is required.
• Extensive leadership and mentoring experience in wealth advisory environments is expected.

Responsibilities

• Lead the performance and development of Wealth Advisors and Partners to meet growth objectives.
• Ensure consistent, high-quality client experience across Wealth Advisory teams.
• Provide ongoing coaching to strengthen business development, client relationships, and meeting leadership.
• Reinforce service standards and advisory processes across advisors.
• Coordinate on-the-job training through client meetings and strategic discussions.
• Provide feedback on activities, presentations, and advisor performance for improvement.
• Support business development capabilities including sourcing and relationship-building.
• Serve as senior resource for client, prospect, and COI activities.

Skills

Leadership & team management

Coaching & development

Business development knowledge

Client relationship management

Education

Bachelor’s degree in finance or related field

CFP®, CFA®, JD, or other relevant professional designation

Investment Adviser Representative registration eligibility within 3 months of start date

Job description

Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role collaborates across firm leadership to promote growth of the firm while ensuring a high-quality, consistent client experience.

1. Lead the development and performance of Wealth Advisors and Partners, ensuring alignment with firm standards, expectations, and growth objectives.
2. Drive consistency of client experience and advisory delivery across Wealth Advisory teams.
3. Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.
4. Reinforce firmwide client service standards, advisory processes, and engagement expectations across advisors.
5. Lead and support on-the-job training (OJT) for Wealth Advisors by coordinating exposure to client meetings, business development activities, and strategic discussions.
6. Obtain and provide feedback on activities, presentations, and advisor performance to drive continuous improvement.
7. Support the development of Wealth Advisors’ and Partners’ business development capabilities, including sourcing, networking, and relationship-building strategies.
8. Serve as a senior resource to Wealth Advisors for client, prospect and COI related activities.
9. Partner with Director of Wealth Advisory to align talent development and wealth advisory team strategy.
10. Provide regular feedback to the Chief Advisory Officer regarding advisor performance, development needs, and readiness for advancement.
11. Serve as a point of escalation for advisor-level client matters, as appropriate.
12. Support internal training sessions, workshops, and development programs for advisors.
13. Contribute to firmwide initiatives focused on advisor development, client experience, and service model improvements.

Education/Experience Requirements:

• Bachelor’s degree in finance or related field required.
• CFP®, CFA®, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of professional designation.
• Minimum of ten (10) years of experience in Wealth Advisory required. Twelve (12) years preferred.
• Minimum of five (5) years of experience managing a team of wealth advisors required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client preferred.
• Demonstrated experience leading, mentoring, and developing advisors or team members.
• Demonstrated understanding of business development activities and coaching required.
• Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).