Wealth Advisory MD — Growth & Client Experience Leader

Waldron Private Wealth; Pennsylvania; Hybrid; USD 180,000 - 260,000; Full time

Job summary

Waldron Private Wealth seeks a Managing Director - Wealth Advisory to lead performance, development, and service delivery of Wealth Advisors and Partners. This role collaborates with firm leadership to promote growth while maintaining a high-quality client experience.

Requires 10+ years in Wealth Advisory, CFP/CFA/JD or equivalent, and strong coaching/mentoring skills with a focus on business development and client relationships.

Qualifications

• Senior leadership experience in wealth advisory or financial services.
• Proven coaching and mentor abilities for wealth advisors and partners.
• Strong understanding of client experience standards and engagement expectations.
• Experience leading, developing, and evaluating advisor performance.

Responsibilities

• Lead development and performance of Wealth Advisors and Partners to meet growth objectives.
• Ensure consistent client experience and advisory delivery across Wealth Advisory teams.
• Provide ongoing coaching to advisors to strengthen business development and client relations.
• Reinforce firmwide client service standards and advisory processes.
• Coordinate on-the-job training and exposure to client meetings and business development activities.
• Provide feedback on advisor performance to drive continuous improvement.
• Support projects focused on advisor development and client experience improvements.

Skills

Leadership

Mentoring

Business development

Client relationship mgmt

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, development, and service delivery of Wealth Advisors and Partners. This role collaborates with firm leadership to promote growth while maintaining a high-quality client experience.

Requires 10+ years in Wealth Advisory, CFP/CFA/JD or equivalent, and strong coaching/mentoring skills with a focus on business development and client relationships.