Wealth Management Director: Strategic Planning & Growth

One Capital Management, LLC; Westlake Village (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Competitive base salary

Annual bonus potential

Health care plan (employee & depend.)

401(k) Plan

Wellness Program

PTO

Continuing education sponsorship

Job summary

One Capital Management, LLC is seeking a Wealth Management Senior Analyst (Director) in Westlake Village, CA. The role leads sophisticated analyses, mentors junior staff, and presents strategic recommendations to clients and intermediaries.

It requires a strong background in wealth planning, demonstrated autonomy, and mastery of key planning tools. The Director supports growth, oversees planning software updates, and drives the firm’s wealth management capabilities for private clients and

Qualifications

• Bachelor’s degree required; advanced degree a plus.
• At least 3 years in wealth planning with complex client relationships.
• Excellent analytical and strategic problem-solving abilities.
• Mastery of eMoney, PowerPoint, Excel, and Morningstar Direct.
• Experience or interest in mentoring junior teammates.
• Strong communication and presentation skills for clients and intermediaries.
• Self-starter, autonomous, and collaborative in a team setting.

Responsibilities

• Lead development of sophisticated financial analyses and strategic solutions for clients.
• Present analyses, findings, and recommendations to clients, prospects, and intermediaries.
• Oversee planning software updates reflecting current tax, legal, and regulatory environments.
• Produce firm-wide planning and strategy research to improve investment policy and client service.
• Lead quality control for Wealth Forecasting Analyses to ensure accuracy.
• Train and mentor Advisors and Associates on tools and wealth management principles.
• Identify planning issues and build analytics to meet evolving client needs.

Skills

Analytical thinking

Strategic problem solving

Communication skills

Leadership qualities

Autonomy

Education

Bachelor’s degree

Advanced degree (plus)

Tools

eMoney

PowerPoint

Excel

Morningstar Direct

Holistiplan

Job description

One Capital Management, LLC is seeking a Wealth Management Senior Analyst (Director) in Westlake Village, CA. The role leads sophisticated analyses, mentors junior staff, and presents strategic recommendations to clients and intermediaries.

It requires a strong background in wealth planning, demonstrated autonomy, and mastery of key planning tools. The Director supports growth, oversees planning software updates, and drives the firm’s wealth management capabilities for private clients and