#1732

Director of Wealth Management

Century City, CA, United States

1B+ AUM Independent RIA

Los Angeles

Overview

Independent, boutique RIA with a collaborative and entrepreneurial culture seeks a Director of Wealth Management to provide leadership and mentorship to a team of Wealth Advisors while contributing to the firm’s ongoing strategic growth and recruitment efforts.

The Opportunity

  • Provide structure, accountability, and leadership to a team of approximately 5 Wealth Advisors, with a focus on mentoring, practice development, and business growth
  • Support adoption of firm technology, CRM utilization, and overall efficiency of advisor workflows
  • Lead regular advisor reviews, performance tracking, and goal setting, helping ensure consistency in client service and book growth
  • Collaborate with firm leadership on advisor transitions, including reallocation of overflow clients and support for senior advisors managing full books
  • Serve as a key contributor to advisor recruiting and inorganic growth initiatives, supporting the sourcing and integration of new advisors into the firm
  • Hybrid schedule with flexibility and regular in-office presence expected
  • Competitive compensation package includes base salary of $200–$250k, performance-based bonus, 55% payout on personal production and equity track


 

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.