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Waldron Private Wealth

Boutique wealth management for families

Managing Director - Wealth Advisory

Wealth Management & Financial AdvisoryConfirmed live in the last 24 hours
Full-timeBridgeville, PA, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in finance or a related field is required.
  • A CFP®, CFA®, JD, or other relevant professional designation is required; extensive experience may be considered in lieu of the designation.
  • At least ten years of experience in Wealth Advisory is required.
  • At least five years of experience managing a team of wealth advisors is required.
  • Demonstrated experience leading, mentoring, and developing advisors or team members is required.
  • Demonstrated understanding of business development activities and coaching is required.
  • Investment Adviser Representative registration eligibility is required within three months of the start date, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66.

Responsibilities

  • Lead the development and performance of Wealth Advisors and Partners, ensuring alignment with firm standards, expectations, and growth objectives.
  • Drive consistency of client experience and advisory delivery across Wealth Advisory teams.
  • Provide ongoing coaching and mentorship to Wealth Advisors and Partners to strengthen business development efforts, client relationship management, communication, and meeting leadership skills.
  • Reinforce firmwide client service standards, advisory processes, and engagement expectations across advisors.
  • Lead and support on-the-job training for Wealth Advisors by coordinating exposure to client meetings, business development activities, and strategic discussions.
  • Obtain and provide feedback on activities, presentations, and advisor performance to drive continuous improvement.
  • Support the development of Wealth Advisors’ and Partners’ business development capabilities, including sourcing, networking, and relationship-building strategies.
  • Serve as a senior resource to Wealth Advisors for client, prospect, and center-of-influence-related activities.
  • Partner with the Director of Wealth Advisory to align talent development and wealth advisory team strategy.
  • Provide regular feedback to the Chief Advisory Officer regarding advisor performance, development needs, and readiness for advancement.
  • Serve as a point of escalation for advisor-level client matters, as appropriate.
  • Support internal training sessions, workshops, and development programs for advisors.
  • Contribute to firmwide initiatives focused on advisor development, client experience, and service model improvements.

Desired Qualifications

  • Twelve years of experience is preferred.
  • Specific experience in the registered investment adviser and/or private bank channel advising high-net-worth and ultra-high-net-worth clients is preferred.

About the Company

Waldron Private Wealth

Boutique wealth management for families

Waldron Private Wealth provides tailored wealth management for a select group of high-net-worth individuals, families, and family offices. It offers a 360° view by coordinating investments with taxes, trusts, income types, and distributions to simplify the complexities of their finances. For each client, it builds a dedicated team of credentialed experts, including Certified Financial Planners, CPAs, and CFAs, to tailor strategies to the client's circumstances. Its differentiators are a selective client base, a team-based advisory model, and a focus on simplifying wealth management to help clients coordinate all aspects of their financial picture and achieve coordinated, long-term goals.

Company size
51-200
Company stage
Not listed
Total funding
Not listed
Headquarters
Bridgeville, PA
Founded
1995

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