Head of Wealth Management Services
Silicon Valley , CA
1B+ AUM Independent RIA
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