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1 день назад

Sr. Director of Wealth Advisors (Wealth Management)

161 250 - 285 000$
Тип работы
fulltime
Грейд
director
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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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

hirify.global 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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