What are the responsibilities and job description for the Head of Wealth Management position at Leah Yosef International?
Director of Wealth Management
Independent RIA, Northern California
Overview
Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives.
Clear and well-trodden path to partnership as the firm continues to expand ownership within the next generation of leaders
The Opportunity
- Coach, mentor, and collaborate with a team of high-performing Wealth Advisors to ensure the optimal client experience
- Advance growth initiatives throughout the firm including talent acquisition, tuck-in advisors, and business development to lead the firm to the next level of performance
- Extensive collaboration with the Executive Committee and Operations Team
- Collegial culture that values diversity, equity, and inclusion
- Work-life balance inclusive of a hybrid schedule
- Competitive compensation package including a significant base salary, and objective performance-based bonus program
Requirements
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