Wealth Manager (San Francisco)

Laird Norton Wetherby; San Francisco (CA); Hybrid; USD 160,000 - 255,000; Full time

Benefits offered by this job

Medical, dental & vision coverage

Sabbatical program

Flexible spending plans (HSA/FSAs)

401(k) plan

Educational reimbursements

Job summary

Laird Norton Wetherby in San Francisco is seeking a full-time Wealth Manager to join our team. You will lead delivery of bespoke wealth management services to ultra-high-net-worth clients, collaborating with partners and specialists to ensure exceptional service.

The role offers a path from emerging advisor to senior client-facing professional, with hybrid work requirements and a strong emphasis on fiduciary planning, investment oversight, and client development.

Qualifications

• Minimum 10+ years in investment/wealth management or financial planning.
• Experience serving ultra-high-net-worth clients (> $10M AUM).
• Certification (Series 65) required; advanced degrees preferred.

Responsibilities

• Foster trusted, long-term relationships with assigned clients.
• Incorporate LNW values in all work.
• Assess client needs and marshal firm resources to address them.
• Model team-supported client service leveraging leads, advisors, analysts and content experts.
• Explain the full range of investment solutions across asset classes.
• Design and guide implementation of managed portfolios per client goals and policy statements.
• Proactively communicate with clients and respond to questions promptly.
• Drive wealth management strategies and financial planning with other advisors as needed.
• Lead financial planning analyses including estate, tax, Medicare, Social Security and insurance.
• Lead client meetings, set agendas, and coordinate follow-up items.
• Supervise ongoing client service operations and reporting.
• Oversee onboarding for new clients and map client roadmaps.
• Demonstrate business development by building referral networks and participating in BD activities.

Skills

Wealth management

Client relationships

Financial planning

Investment analysis

Communication

Team leadership

Estate/tax planning knowledge

Education

Bachelor-equivalent degree in finance or related field

Series 65 certification

Advanced degree (preferred)

Tools

Portfolio analysis software

Job description

Location:

San Francisco, California (Full time, partially remote)

Availability:

Full-time position. Hybrid schedule, with a minimum of 2 days/week on-site at LNW’s San Francisco office and up to 3 days/week remote.

Executive Summary:

Laird Norton Wetherby (LNW) is seeking a full-time Wealth Manager to join our team. The Wealth Manager will flexibly and collaboratively contribute to the delivery of a bespoke and holistic wealth management service to a select group of ultra-high-net-worth clients.

Nature of the Role

The Wealth Manager role at LNW provides a robust path for professional development, spanning a range from emerging wealth advisors to LNW’s most senior and experienced client-facing professionals. The Wealth Manager may lead, co-lead or support client relationships depending upon size and complexity (among other factors), leveraging and contributing both their core wealth management skills and any specialized skills or knowledge they may bring to the client team.

As a client lead, the Wealth Manager fully manages and delivers LNW’s service offering, supported appropriately under the client circumstances by strategic lead partners, other Wealth Advisors, Analysts, Associates, and LNW content specialists. The Wealth Manager fosters a collegial environment in which team members feel empowered to deliver their best work and clients feel the comprehensive support of a highly attentive team in a family-office styled service model. The successful Wealth Manager understands the interdisciplinary nature of this work and the limits of their own capabilities and engages internal and external partners in the delivery of exceptional client service.

Your Role And Responsibilities, Skills, And Attributes

This is a sampling of a Wealth Manager’s general duties, which may increase and vary based on business need.

• Foster trusted and mutually-rewarding long-term relationships with assigned clients.


• Incorporate LNW’s values in every aspect of your work:https://lnwadvisors.com/values/


• Continually assess client need for support across the firm’s service offering and marshal and deliver firm resources and expertise as needed to address client needs.


• Model and foster a team culture of client service that appropriately leverages the talents and skills of assigned strategic leads, Wealth Managers, Advisors, Analysts, Associates and content experts and is responsive to the needs and expectations of each client.


• Be proficient in understanding and explaining the full range of approved investment solutions across all asset classes.


• Design and guide the implementation of managed investment portfolios consistent with each client (or client entity’s) investment policy statement and approved company investment policies, practices and procedures.Bring detailed knowledge of the client’s goals and objectives, risk tolerance, tax situation and unique considerations to the ongoing implementation process.Bear ultimate responsibility for setting and meeting client goals and expectations.


• Communicate proactively with clients and respond to client questions in a timely manner. Clearly articulate thoughts, ideas and plans to clients.


• Drive the development, communication and implementation of wealth management and financial planning strategies for clients, engaging other advisors and company content experts as appropriate.


• Lead financial planning analysis and projections including for estate planning, tax, Medicare, Social Security, and insurance purposes, etc. Develop proficiency and competency with supporting software and analysis tools.


• Lead client meetings and provide strategic oversight of development of agenda and materials, division of team responsibilities and coordination of post-meeting follow up items.


• Supervise and ensure the quality of ongoing client service, including account openings/closings, portfolio activity, cash management and money movements, and periodic reporting.


• Lead coordination of onboarding process for new clients. Create and execute on client road map planning items.


• Demonstrate a business development mindset and commitment by actively developing referral networks, advancing personal competency and reputation, participating in company business development and community engagement efforts, and supporting prospect meetings as assigned.

What You Will Bring to the Role:

• Preferred 10 or more years’ industry experience in investment management, wealth management or financial planning, particularly with an emphasis on serving the advisory needs of clients with AUM > $10M.


• Specialized skills and knowledge in any of the following disciplines are highly valued: investments & investment management (e.g., CFA, CAIA), estate planning (esp. J.D.), tax (esp. CPA, LLM), philanthropy, and family governance.


• Certification (Series 65 or other) required. Preference for advanced degree and/or credentials (see above).


• Four-year college degree or equivalent work experience in the financial services industry.


• Interest in supporting the cultivation of an inclusive and client-centric work environment and supporting the long-term financial health of LNW.


• Strong organizational and time management skills with the ability to independently complete, manage, and delegate projects which include multiple tasks.


• Excellent written and verbal communication skills, as well as strong listening abilities.

Candidates must meet all employment qualifications at time of hiring, including (i) the successful completion of background and credit checks and any pre-employment examinations, (ii) the execution of all employee agreements, and (iii) the ability to consistently and efficiently perform the job’s essential functions, duties and responsibilities.

Compensation And Benefits

We provide a competitive salary commensurate with your experience and skills. The hiring salary range for this position is between $160,000 and $255,000 for San Francisco (i.e., reporting to SF as your home LNW office at least 2 days per week), with a meaningful annual bonus that is based on both individual and company performance. The salary range applies to the current posting and may change in the future. The range may vary based on key factors such as education, job-related knowledge, experience, skill set, and geographic location.

We offer excellent benefits including:

• medical, dental and vision coverage


• generous time off (including a sabbatical program)


• flexible spending plans for health care and dependent care


• 401(k) plan


• educational reimbursements

For details of all benefits, please visit our website here.

Our Team

You will be joining a team that is dedicated to helping our clients achieve their goals by providing exceptional investment management and wealth planning services. Putting our clients first guides our decision-making and culture, and allows us to build long-term, caring and trusted relationships.

We love working in a professional yet relaxed working environment. We encourage openness, active listening, mutual respect, candor and integrity. We cultivate a diverse and inclusive work environment where we encourage a work/life balance through a generous PTO policy and flexible work hours. We enjoy each other's company at team and periodic firm wide outings. We take a hybrid in-office/remote working approach.

About Us

For more than five decades, Laird Norton Wetherby (LNW) has served the interests of exceptional families and individuals. As both an RIA and trust company, LNW offers a full spectrum of specialized wealth & legacy planning, investment management, and trust & estate services that advance the aspirations and long-term, multigenerational financial ambitions of its clients. LNW has offices in Seattle, San Francisco, New York, Los Angeles and Philadelphia, as well as an affiliate trust company in South Dakota, empowering clients across the U.S.

LNW is majority owned by Laird Norton Company, one of the longest-sustained family enterprises in the United States, as well as by active employees.

Additional Information

Our firm aims to cultivate an inclusive environment and culture that fosters growth, collaboration and acceptance; where we celebrate the diverse voices and perspectives of our employees; and where employees feel empowered to bring their full, authentic selves. Our diversity drives us forward and helps us build deeper relationships with our clients and our community.

The firm is an equal opportunity employer and prohibits discrimination against employees, applicants for employment, individuals providing services in the workplace pursuant to a contract, unpaid interns and volunteers based on their actual or perceived sexual orientation, gender, gender identity, gender expression, ancestry, marital status, registered domestic partner status, military and veteran status, civil air patrol status, national origin, immigration status, pregnancy (including childbirth and related medical conditions, and including medical conditions related to lactation) or medical condition (cancer and genetic characteristics).

• As of June 2026