Managing Director - Wealth Advisory
Employment type
Full-time
Work setting
On-site
Location
Bridgeville, PA
Schedule
Day shift
Posted
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Job overview
The Managing Director - Wealth Advisory is an onsite role located in Bridgeville, PA. Compensation is not specified for this full-time position at Waldron Private Wealth. This role leads the performance and development of Wealth Advisors and Partners. The director drives consistency in client experience, provides coaching, and supports business development efforts to ensure the firm's growth objectives are met.
What you'll do
- Lead Wealth Advisory teams
- drive client experience consistency
- coach and mentor advisors
- support business development
- reinforce service standards
- coordinate on-the-job training.
What we're looking for
- Skills & competencies
- full-timeday shiftbridgeville pawealth advisoryfinancemanagementdirectorleadershipinvestmentonsite
- Work arrangement
- Weekend coverage required
Benefits & perks
- Not Specified
Why this role
Requires 10+ years of experience and professional designations like CFP or CFA.
About the employer
Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.
Additional details
- Industry sector
- 52
- Industry
- Portfolio Management and Investment Advice
- Occupation code
- 11-3031.00
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Listing ID: 360b3b94-4a5b-461a-8d33-8817cc49ee44