The Company is seeking a Managing Director for Wealth Advisory. The successful candidate will be responsible for leading the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role is pivotal in ensuring a high-quality, consistent client experience and promoting the growth of the firm. Key responsibilities include driving the development and performance of Wealth Advisors and Partners, providing coaching and mentorship to strengthen their business development and client relationship management skills, and reinforcing firmwide client service standards and advisory processes. Candidates for the Managing Director position must have a Bachelor’s degree in finance or a related field, with a CFP®, CFA®, JD, or other relevant professional designation required. A minimum of 10 years' of experience in Wealth Advisory, with 12 years' preferred, and a minimum of 5 years' of experience managing a team of wealth advisors, are also required. The ideal candidate will have a demonstrated track record in leading, mentoring, and developing advisors, as well as a strong understanding of business development activities and coaching. Experience in the RIA and/or Private Bank channel, particularly with high-net-worth and ultra-high-net-worth clients, is preferred. The role also requires the ability to obtain Investment Adviser Representative registration eligibility within 3 months of the start date.

Hiring Company

Waldron Private Wealth