About this opportunity
LHH lists this Director Wealth Management opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Our client, a rapidly growing independent Registered Investment Advisor (RIA), is seeking a Director, Wealth Management to join its client advisory team. This is an opportunity to work with high-net-worth and ultra-high-net-worth individuals, delivering customized investment solutions and serving as a trusted resource throughout the client relationship.
This role is ideal for a wealth management professional who enjoys the intersection of client service, investment strategy, portfolio construction, and relationship management. You'll partner closely with senior advisors while developing deep relationships with clients and helping deliver a high-touch advisory experience.
What You'll Do
Serve as a key member of the client advisory team, supporting and managing relationships with high-net-worth clients
Participate in client meetings, performance reviews, and investment discussions
Analyze portfolios and asset allocations, providing thoughtful recommendations and strategic insights
Prepare investment analyses, client presentations, and performance reporting
Review and communicate alternative investment opportunities, including private credit, private equity, and real estate strategies
Assist with portfolio implementation, trading activity, and ongoing account maintenance
Respond to client requests and coordinate solutions across investment, operations, and service teams
Partner with senior leadership to develop customized financial and investment strategies
Help ensure a best-in-class client experience through proactive communication and exceptional service
What We're Looking For
6+ years of experience within wealth management, private banking, family office, or investment advisory environments
Experience supporting or managing relationships with high-net-worth and ultra-high-net-worth clients
Strong understanding of investment markets, portfolio construction, and asset allocation strategies
Ability to communicate sophisticated investment concepts in a clear and client-friendly manner
Experience preparing investment reviews, portfolio analyses, and client presentations
Knowledge of advisory operations, including account openings, transfers, distributions, and client service processes
Strong organizational skills and ability to manage multiple priorities in a fast-paced environment
Preferred Qualifications
CFP, CFA, or CAIA designation
Experience working with alternative investments
Familiarity with Salesforce, Fidelity, or similar wealth management platforms
Why This Opportunity?
Join a fast-growing, employee-oriented advisory firm with a collaborative culture
Work directly with experienced advisors and sophisticated clients
Gain exposure to both traditional and alternative investment strategies
Competitive compensation package with bonus opportunity
Opportunity for long-term growth and increased client-facing responsibility
If you're passionate about wealth management and enjoy building meaningful client relationships while helping clients achieve their financial goals, we'd love to connect.
Medical, Dental and Vision
HSAs
PTO/Holidays/Sick time
401(k) match
Employee Stock Purchase Plan (ESPP)
Paid parental leave
Life/Disability insurance
Tuition support
Compensation:
The anticipated salary for this position is between $175,000 to $250,000.
Equal Opportunity Employer/Veterans/Disabled
To read our Candidate Privacy Information Statement, which explains how we will use your information, please navigate to
The Company will consider qualified applicants with arrest and conviction records in accordance with federal, state, and local laws and/or security clearance requirements, including, as applicable:
The California Fair Chance Act
Los Angeles City Fair Chance Ordinance
Los Angeles County Fair Chance Ordinance for Employers
San Francisco Fair Chance Ordinance
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.