Head of Wealth
On-site · Houston, Texas, United States
Job Summary
Head of Wealth leads the local team at a Houston-based Multi-Family Office, overseeing succession planning for a retiring Senior Advisor (25M+ level clientele) and orchestrating resources across holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs. Promotes teamwork across offices, mentors advisors, and drives firm growth through referrals, business development, and marketplace visibility. The role emphasizes a strategic leadership position with significant base salary, profit and performance-based bonuses, and excellent benefits; it is not a commissioned sales role.
Required Qualifications
- Head of Wealth with leadership experience in wealth management or equivalent senior advisory role
- experience overseeing holistic financial planning, investments, estate and tax planning, risk management and family-legacy needs
- ability to mentor and develop advisors
- strong business development and referrals-driven growth orientation
- not a commissioned sales role (as stated)
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