Managing Director - Wealth Advisory

Waldron Private Wealth; Radnor Township (PA); On-site; USD 180,000 - 320,000; Full time

Job summary

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead Wealth Advisors and Partners, ensuring top-tier service and growth across the advisory teams. This leader will coach, mentor, and coordinate client meetings, strategy discussions, and business development initiatives to foster relationships with high-net-worth clients.

The role requires extensive prior Wealth Advisory leadership experience, a formal designation (CFP, CFA, JD or equivalent), and a track record of

Qualifications

• Bachelor’s degree in finance or related field required.
• CFP®, CFA®, JD or other designation required; extensive experience may be considered in lieu.
• Minimum of ten (10) years of experience in Wealth Advisory.
• Minimum of five (5) years of experience managing a team of wealth advisors.
• Experience in the RIA and/or Private Bank channel advising high-net-worth clients preferred.

Responsibilities

• Lead development and performance of Wealth Advisors and Partners to meet growth objectives.
• Drive consistent client experience and advisory delivery across Wealth Advisory teams.
• Provide coaching and mentorship to strengthen business development, client relationships, and meeting leadership skills.
• Reinforce firmwide client service standards and advisory processes.
• Lead on-the-job training for Wealth Advisors by coordinating client meetings and business development activities.
• Provide feedback on advisor performance to drive continuous improvement.
• Support development of business development capabilities including sourcing and networking.
• Serve as senior resource for client, prospect and COI activities.
• Partner with Director of Wealth Advisory to align talent development and team strategy.

Skills

Leadership

Mentoring

Coaching

Business development

Client relationship management

Strategic thinking

Communication

Education

Bachelor's degree in finance or related field

CFP®, CFA®, JD or equivalent designation

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.

In this role you will:

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).