Oversee our Wealth Advisory operational infrastructure, ensuring scalability, efficiency, and excellence in client service.
Drive organizational growth, operational discipline, and alignment with the firm’s fiduciary mission.
Partner with the Chief Wealth Officer to define and execute the firm’s vision and long-term strategy.
Oversee daily operations across all business units, including client service, technology, and advisor support.
Lead, mentor, and develop operational teams.
Collaborate with the CFO to monitor financial performance and ensure operational decisions support profitability.

10 years of relevant financial services or wealth advisory experience required.
Financial Industry Regulatory Authority (FINRA) Series 7, 24, and 65 licenses required (or equivalent registrations).
Certified Financial Planner™ (CFP®) designation preferred.
Depth in wealth advisory leadership, with a clear record of team and business growth.
Demonstrated experience leading, coaching, or supervising financial professionals.
Strong background in financial planning, investment management, and client advisory.
Strong strategic thinking paired with operational discipline.
A passion for client service and the craft of advisory excellence.
Willingness to travel within your region; presence in a high‑value market strongly preferred.
Bachelor’s degree required.
Combination of relevant experience, education, and training may be accepted in lieu of a degree (Bachelor’s degree in Accounting, Finance, or related field preferred).

Competitive executive compensation package, including base salary, performance incentives, and potential equity participation.
Comprehensive benefits package (health, dental, vision, retirement plans).
Professional development and leadership growth opportunities.
Collaborative, mission-driven culture focused on client success.

Managing Wealth Advisory Director – Strategy and Operations

Key skills