Private Wealth Management Group Director
Core
Senior service leader supporting Financial Advisors and Private Wealth Advisors to shape client service models, oversee daily operations, and manage team performance.
Role type
Senior IC Private Wealth Management Group Director
Builds
Client service models and business management strategies for Financial Advisor teams
Domain
Private Wealth Management / Financial Services
Required skills
Leadership, financial services product knowledge (equities, bonds, options, mutual funds, annuities, insurance, managed accounts), MS Office/Excel proficiency, client service, reporting, team coordination, business plan execution
Preferred skills
None stated
Technologies
MS Office, firm-approved financial systems
Responsibilities
Cultivate relationships with business partners and colleagues; support FAs/PWAs in enhancing client relationships; lead development of client service models; prepare and review client reports/financial plans; participate in client meetings; optimize business practice efficiencies; oversee Support Professionals; coordinate business matters; interview and train Support Professionals; execute business plans and manage staff compensation; manage team client communications strategy
Seniority
Senior, hands-on IC