Managing Director, Wealth Growth & Advisory

PowerToFly; New York (NY); On-site; USD 250,000 - 500,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

401(k)

Life, accident, and disability insurance

Wellness programs

Paid time off packages

Job summary

A financial services company is seeking a Market Executive Function Group Manager in New York City. This senior leadership role focuses on driving growth in assets and revenues through team development of investment advisors. The ideal candidate will have over 15 years of experience in wealth management, a proven track record in leadership, and extensive knowledge of financial systems. Responsibilities include client relationship management, strategic business growth, and ensuring compliance with regulations. The position offers a salary ranging from $250,000 to $500,000, plus benefits.

Qualifications

• 15+ years of experience in wealth management or financial advisory.
• Proven experience in leadership and managing client-facing sales teams.
• Extensive knowledge of investment management and wealth planning strategies.

Responsibilities

• Lead and develop junior investment advisors.
• Drive new client acquisition and deliver annual net new asset growth.
• Ensure compliance with FINRA and SEC regulations.

Skills

Leadership

Strategic Planning

Client Relationship Management

Regulatory Compliance

Education

Bachelor's degree

Job description

A financial services company is seeking a Market Executive Function Group Manager in New York City. This senior leadership role focuses on driving growth in assets and revenues through team development of investment advisors. The ideal candidate will have over 15 years of experience in wealth management, a proven track record in leadership, and extensive knowledge of financial systems. Responsibilities include client relationship management, strategic business growth, and ensuring compliance with regulations. The position offers a salary ranging from $250,000 to $500,000, plus benefits.