Managing Director, Wealth Advisory & Growth

Waldron Private Wealth; Northern (KY); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners. The role collaborates across firm leadership to promote growth while ensuring a high-quality client experience.

The position emphasizes coaching, strategic oversight, and ongoing training to strengthen business development and client relationships within Wealth Advisory teams.

Qualifications

• Bachelor’s degree in finance or related field is required.
• Professional designation CFP®, CFA®, JD or equivalent required; extensive experience considered.
• Minimum of ten years in Wealth Advisory; twelve years preferred.
• At least five years of experience managing a wealth advisory team.
• Experience with RIA and/or Private Bank channels advising high-net-worth clients.
• Investment Adviser Representative registration eligibility within 3 months.

Responsibilities

• Lead development and performance of Wealth Advisors and Partners in line with firm standards.
• Drive consistency of client experience and advisory delivery across teams.
• Provide coaching and mentorship to strengthen business development, relationships, and leadership.
• Reinforce firmwide client service standards and advisory processes.
• Coordinate on-the-job training for advisors, including meetings and business development.
• Gather feedback on activities and advisor performance for continuous improvement.
• Support development of advisors’ business development capabilities and networking strategies.
• Serve as a senior resource for client, prospect, and COI activities.
• Align talent development with Wealth Advisory team strategy with senior leadership.
• Provide regular feedback to executives on advisor performance and readiness for advancement.
• Act as escalation point for advisor-level client matters as appropriate.
• Support internal training sessions, workshops, and development programs.
• Contribute to firmwide initiatives on advisor development and client experience.

Skills

Leadership

Mentoring

Coaching

Client relationship mgmt

Team development

Business development

Strategic alignment

Education

Bachelor’s degree in finance or related field

CFP®, CFA®, JD or other professional designation

Investment Adviser Representative registration eligibility (within 3 months)

10+ years in Wealth Advisory

5+ years managing a team of wealth advisors

RIA/Private Bank channel experience with high-net-worth clients

Job description

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners. The role collaborates across firm leadership to promote growth while ensuring a high-quality client experience.

The position emphasizes coaching, strategic oversight, and ongoing training to strengthen business development and client relationships within Wealth Advisory teams.