Managing Director, Wealth Advisory

Job overview

The Managing Director, Wealth Advisory role is onsite in Plymouth, MI. Compensation is not specified. The role leads the performance, development, and service delivery of Wealth Advisors and Partners at Waldron Private Wealth. The managing director strengthens advisor capabilities and promotes consistent client service across advisory teams. Through coaching, training, performance feedback, and collaboration with firm leadership, the role supports the firm’s growth and a high-quality client experience.

What you'll do

• Lead the development and performance of Wealth Advisors and Partners
• promote consistent client experience and advisory delivery
• coach advisors on business development, client relationships, communication, and meeting leadership
• reinforce client-service standards and advisory processes
• coordinate on-the-job training
• provide performance feedback
• support business-development capabilities
• serve as a senior resource for client and prospect activities
• partner with the Director of Wealth Advisory
• report advisor development needs to the Chief Advisory Officer
• support training and firmwide service improvements.

What we're looking for

Skills & competencies

waldron private wealth

plymouth mi

managing director

wealth advisory

advisor development

team leadership

client experience

wealth management

coaching and mentoring

business development

high-net-worth clients

cfp or cfa

series 65 or 66

Work arrangement

• Weekend coverage required

Why this role

Requires at least ten years of wealth-advisory experience and five years managing a team of wealth advisors; a relevant professional designation or extensive experience in lieu is required.

About the employer

Waldron Private Wealth is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.