Managing Director of Wealth Management

Job Summary

The Managing Director of Wealth Management leads investment and advisory services while building trusted client relationships. This role combines securities-industry experience, financial product and banking expertise, client communication, and financial compliance to support informed investment decisions and effective wealth management.

Duties

• Lead investment management advisory services for clients.
• Communicate with clients about investment needs and financial products.
• Manage client relationships and support ongoing service.
• Apply financial product expertise to wealth management discussions.
• Use banking services knowledge to address client needs.
• Support financial sales in a compliant, client-focused manner.
• Your impact: Clear guidance helps clients make informed investment decisions.

Qualifications

• Experience practicing in the securities industry.
• Knowledge of investment management and advisory services.
• Expertise in financial products and banking services.
• Strong client communication and relationship management skills.
• Understanding of financial sales and client-focused service.
• Familiarity with FINRA and financial compliance requirements.

Pay: $203,000.00 - $255,000.00 per year

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Dependent care reimbursement
• Employee assistance program
• Employee discount
• Financial planning services
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Matching gift program
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Tuition reimbursement
• Vision insurance

Work Location: Remote