Wealth Advisory MD: Growth & Client Experience Leader

Waldron Private Wealth; Detroit (MI); Hybrid; USD 180,000 - 300,000; Full time

Job summary

Waldron Private Wealth seeks a Managing Director - Wealth Advisory to lead performance and service delivery for Wealth Advisors and Partners. Partnership across firm leadership will drive growth while maintaining a high-quality client experience.

You will coach, mentor, and develop advisors, reinforce service standards, and coordinate training and development programs to elevate client engagement and advisory outcomes.

Qualifications

• Bachelor’s degree in finance or related field is required.
• CFP®, CFA®, JD, or other relevant designation required; extensive experience may be considered in lieu.
• Minimum of ten years of experience in Wealth Advisory; twelve years preferred.
• Minimum of five years of experience managing a team of wealth advisors; RIA/Private Bank experience preferred.
• Proven leadership, mentoring, and development of advisors or team members.
• Strong understanding of business development activities and coaching.
• Investment Adviser Representative registration eligibility within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).

Responsibilities

• Lead the development and performance of Wealth Advisors and Partners in line with firm standards.
• Drive consistent client experience and advisory delivery across Wealth Advisory teams.
• Provide ongoing coaching to strengthen business development, client relationships, and meeting leadership.
• Reinforce client service standards and engagement expectations across advisors.
• Coordinate on-the-job training for Wealth Advisors with exposure to client meetings and business development.
• Collect feedback on activities and advisor performance to drive improvement.
• Support development of wealth advisory business development capabilities including networking.
• Serve as a senior resource for client, prospect and COI related activities.
• Align talent development with Wealth Advisory team strategy with leadership input.
• Provide regular feedback to executive leadership on advisor performance and readiness.
• Act as escalation point for advisor-level client matters as appropriate.
• Support internal training sessions and firmwide development programs for advisors.
• Contribute to firmwide initiatives focused on advisor development and client experience.

Skills

Leadership & team management

Mentoring & coaching

Client relationship management

Business development

Communication

Presentation & meeting leadership

Strategic thinking

Education

Bachelor’s degree in finance or related field

CFP®, CFA®, JD or equivalent designation

Job description

Waldron Private Wealth seeks a Managing Director - Wealth Advisory to lead performance and service delivery for Wealth Advisors and Partners. Partnership across firm leadership will drive growth while maintaining a high-quality client experience.

You will coach, mentor, and develop advisors, reinforce service standards, and coordinate training and development programs to elevate client engagement and advisory outcomes.