Wealth Advisory Managing Director - Growth & Coaching

Waldron Private Wealth; Plymouth (MI); On-site; USD 180,000 - 240,000; Full time

Job summary

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead Wealth Advisors and Partners in delivering high-quality client experiences and advisory services. The role drives growth, coaching, and standards across the Wealth Advisory teams.

You will mentor advisors, oversee performance, and coordinate training, with a focus on elevating business development and client engagement for high-net-worth clients.

Qualifications

• Bachelor’s degree in finance or related field.
• CFP®, CFA®, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of designation.
• Ten+ years of experience in Wealth Advisory; twelve+ years preferred.
• Five+ years of experience managing a team of wealth advisors.
• Proven leadership, mentoring, and development of advisors or teams.
• Strong business development and coaching experience.
• Investment Adviser Representative registration eligibility within 3 months of start date.

Responsibilities

• Lead development and performance of Wealth Advisors and Partners to align with firm standards and growth objectives.
• Ensure consistent client experience and advisory delivery across Wealth Advisory teams.
• Provide ongoing coaching and mentorship to advisors to strengthen relationships and meeting leadership.
• Reinforce firmwide client service standards and engagement expectations across advisors.
• Coordinate on-the-job training and exposure to client meetings, business development, and strategic discussions.
• Provide feedback on activities and advisor performance to drive continuous improvement.
• Support development of advisors’ business development capabilities including sourcing and networking.
• Serve as a senior resource to advisors for client, prospect, and COI activities.
• Partner with the Director of Wealth Advisory to align talent development and team strategy.
• Provide regular feedback to the Chief Advisory Officer regarding performance and development needs.

Skills

Leadership

Mentoring

Business development

Client relationships

Education

Bachelor's degree in finance

CFP/CFA/JD or equivalent

Job description

Waldron Private Wealth is seeking a Managing Director - Wealth Advisory to lead Wealth Advisors and Partners in delivering high-quality client experiences and advisory services. The role drives growth, coaching, and standards across the Wealth Advisory teams.

You will mentor advisors, oversee performance, and coordinate training, with a focus on elevating business development and client engagement for high-net-worth clients.