1B+ AUM Independent RIA seeks a Head of Wealth Management Services to develop and manage the Wealth Advisory team. Exceptionally collaborative, team-based culture. Clear path to partnership.
The firm has purposely built a thoughtful community of high net worth and ultra high net worth clients and endeavors to be an industry thought leader in all areas of wealth planning.
Oversee and align the Wealth Management department with the strategic planning initiatives of the firm.
In conjunction with the firm leadership, oversee day-to-day management of the firm’s wealth advisors; lead, manage, coach, and train the advisory team
Collaborate with the executive team to create a best-in-class firm, growing impact and valuation in a manner that is consistent with core values, is efficient, economical, motivating, and compliant with all applicable policies and regulations.
Develop and ensure maximum use of the firm’s technology resources to create greater efficiencies and to enable greater depth of engagement with clients and professional advisor partners.
Oversee and coordinate client wealth management communications and ensure consistent implementation and coordination with Marketing & Compliance.
Competitive compensation package inclusive of base salary, performance bonus, strong profit-sharing pool potential, excellent benefits and clear path towards equity
Prior experience as a Wealth Advisor
7+ years of leadership and/or business management with extensive strategic planning and project management experience
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.