Wealth Management Director: Strategy, Growth & Leadership

Veritas Partners; York (York County); On-site; USD 250,000 - 300,000; Full time

Job summary

An established financial services firm in York County is seeking a Wealth Management Director to drive strategy and manage high-net-worth client relationships. This executive role involves leading a team, ensuring compliance, and pursuing new business opportunities. Ideal candidates will have extensive experience in wealth management, exceptional leadership abilities, and a client-focused mindset. Full-time position with competitive salary range of $250k-$300k annually.

Qualifications

• Proven experience in wealth management and financial services.
• Exceptional leadership and team management skills.
• Strong understanding of market trends and client needs.

Responsibilities

• Develop and execute the bank's wealth management strategy.
• Build and maintain relationships with high-net-worth clients.
• Lead a team of wealth management professionals.

Skills

Wealth management strategy development

Relationship building with high-net-worth clients

Financial planning and investment strategies

Team leadership and development

Sales and marketing strategy

Regulatory compliance

Job description

An established financial services firm in York County is seeking a Wealth Management Director to drive strategy and manage high-net-worth client relationships. This executive role involves leading a team, ensuring compliance, and pursuing new business opportunities. Ideal candidates will have extensive experience in wealth management, exceptional leadership abilities, and a client-focused mindset. Full-time position with competitive salary range of $250k-$300k annually.