Wealth Management Director – UHNW Client Advisory

LHH; San Francisco (CA); On-site; USD 175,000 - 250,000; Full time

Benefits offered by this job

Medical, Dental and Vision

HSAs

PTO/Holidays/Sick time

401(k) match

Employee Stock Purchase Plan (ESPP)

Paid parental leave

Life/Disability insurance

Tuition support

Job summary

LHH is hiring a Director, Wealth Management to lead client advisory activities for high-net-worth individuals. You will collaborate with senior advisors to deliver customized investment solutions, strengthening client relationships and driving a high-touch advisory experience.

The role blends client service, investment strategy, and portfolio construction with opportunities for growth in a fast-paced RIAs environment.

Qualifications

• 6+ years in wealth management or related field.
• Experience managing relationships with high-net-worth clients.
• Strong understanding of investment markets and asset allocation.
• Ability to explain complex investments clearly to clients.
• Experience preparing investment reviews and client presentations.
• Familiarity with advisory operations such as account openings and transfers.
• Excellent organizational skills in a fast-paced environment.

Responsibilities

• Serve as a key member of the client advisory team, supporting and managing relationships with high-net-worth clients.
• Participate in client meetings, performance reviews, and investment discussions.
• Analyze portfolios and asset allocations, providing thoughtful recommendations and strategic insights.
• Prepare investment analyses, client presentations, and performance reporting.
• Review and communicate alternative investment opportunities, including private credit, private equity, and real estate strategies.
• Assist with portfolio implementation, trading activity, and ongoing account maintenance.
• Respond to client requests and coordinate solutions across investment, operations, and service teams.
• Partner with senior leadership to develop customized financial and investment strategies.
• Help ensure a best-in-class client experience through proactive communication and exceptional service.

Skills

Relationship management

Investment knowledge

Portfolio construction

Client communication

Analytical skills

Education

CFP designation

CFA designation

CAIA designation

Tools

Salesforce

Fidelity

CRM systems

Job description

LHH is hiring a Director, Wealth Management to lead client advisory activities for high-net-worth individuals. You will collaborate with senior advisors to deliver customized investment solutions, strengthening client relationships and driving a high-touch advisory experience.

The role blends client service, investment strategy, and portfolio construction with opportunities for growth in a fast-paced RIAs environment.