Senior Wealth Advisory Director

Waldron Private Wealth; Radnor Township (PA); In loco; USD 180.000 - 320.000; Tempo pieno

Descrizione del lavoro

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

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Leadership

Mentoring

Coaching

Business development

Client relationship management

Strategic thinking

Communication

Formazione

Bachelor's degree in finance or related field

CFP®, CFA®, JD or equivalent designation

Descrizione del lavoro

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