1 день назад
Sr. Director of Wealth Advisors (Wealth Management)
161 250 - 285 000$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Director of Wealth Advisors (Wealth Management): Leading and developing an investment-focused wealth advisor organization within a private banking platform with an accent on portfolio construction, advisory discipline, and high-net-worth client outcomes. Focus on establishing scalable operating standards, strengthening advisor talent, and coordinating investment, banking, compliance, technology, and risk functions in a FINRA-regulated environment.
Location: Miami, United States
Annual base pay: $161,250–$285,000 USD
Company
is a global financial services organization evolving toward a technology-driven, customer-centric operating model.
What you will do
- Lead, coach, develop, and performance-manage the Wealth Advisor organization.
- Oversee portfolio positioning, model usage, investment recommendations, suitability alignment, and adherence to investment standards.
- Establish advisor coverage, workflow, service standards, escalation paths, and operating rhythms.
- Monitor advisor productivity, client engagement, asset retention, and investment adoption while driving scalable process improvements.
- Partner with private banking, product, investment, technology, data, operations, compliance, legal, supervision, and risk teams.
- Recruit and retain advisor talent, build development plans, and represent the advisor function in strategic leadership discussions.
Requirements
- 15+ years of experience in wealth management, private banking, investment advisory, or related investment leadership.
- Proven experience leading advisors, investment professionals, or client-facing coverage teams.
- Strong knowledge of portfolio construction, investment solutions, advisory processes, and high-net-worth client needs.
- Experience leading an advisor team in a regulated environment, with a deep understanding of FINRA standards and controls.
- Strong leadership presence, judgment, communication, and cross-functional influence.
- Bachelor’s degree required; an advanced degree or relevant professional designation is preferred.
Culture & Benefits
- Client-first, investment-led, high-integrity working environment.
- Strong focus on proactive and responsible risk management.
- Competitive rewards package and benefits supporting employees, families, and well-being.
- Inclusive and accessible application process with accommodation support available.
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