Senior Director, Wealth Advisory & Advisor Growth

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 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.