Farther · 5 hours ago

Managing Director, RIA

United States

Full-time

Remote

Lead/Staff, Director/Executive

15+ years exp

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ConsultingFinance

Growth Opportunities

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Responsibilities

Lead and mentor a team of wealth advisors, driving both individual and team success

Foster a culture of excellence in client service and wealth management

Drive team revenue growth and client acquisition strategies

Implement best practices for portfolio management and client relationship development

Collaborate with platform teams to optimize advisor efficiency and effectiveness

Provide strategic guidance on complex client situations and sophisticated wealth planning

Partner with other team leaders to share best practices and drive organizational improvements

Ensure compliance with regulatory requirements and firm policies

Qualification

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Wealth Management ExperienceInvestment ManagementFinancial PlanningClient Relationship ManagementPerformance CoachingRIA Business ModelsRegulatory ComplianceSeries 7 LicenseSeries 66 LicenseSeries 24 LicenseDigital Transformation ExperienceAdvanced DegreeCFP CertificationCIMA CertificationWealth Management Technology