Director, Wealth Management
$170,000–$225,000 year
Hybrid · Foster City, California, United States
Job Summary
Director-level role focusing on managing high-value client relationships in wealth management; responsibilities include portfolio analysis, review of non-publicly traded alternative investments (real estate, credit, etc.), construction of performance and asset allocation reports, devising customized financial strategies, providing investment advice in meetings with senior leaders, and servicing client inquiries; requires 6-9+ years of wealth management experience and a bachelor's degree; CFA, CFP, CAIA designations and Salesforce or Fidelity Investments experience are a plus.
Required Qualifications
- Bachelor’s degree required
- 6-9+ years wealth management experience
- Exceptional organizational skills
- Exceptional written and verbal communications skills
- Ability to think critically and manage multiple projects
- Experience with Salesforce is a plus
- CFA, CFP, CAIA designation is a plus
- Experience with Fidelity Investments is a plus
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