The Role
Leads Wealth Advisory teams by developing and evaluating advisors, coaching business development and client relationship skills, standardizing service delivery, supporting training, and escalating client matters. Partners with firm leadership on advisor talent strategy, performance feedback, succession readiness, and client experience improvements. Requires extensive wealth advisory experience, team management expertise, and eligibility for Investment Adviser Representative registration.
Summary Generated by Built In
Waldron Private Wealth (Waldron) is looking for a Managing Director - Wealth Advisory to lead the performance, development, and service delivery of Wealth Advisors and Partners in Wealth Advisory teams. This role collaborates across firm leadership to promote growth of the firm while ensuring a high-quality, consistent client experience.
In this role you will:
In this role you will:
- 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 (OJT) 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 COI related activities.
- Partner with 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.
Education/Experience Requirements:
- Bachelor’s degree in finance or related field required.
- CFP®, CFA®, JD, or other relevant professional designation required. Extensive experience may be considered in lieu of professional designation.
- Minimum of ten (10) years of experience in Wealth Advisory required. Twelve (12) years preferred.
- Minimum of five (5) years of experience managing a team of wealth advisors required. Specific experience in the RIA and/or Private Bank channel advising high-net-worth and ultra-high-net-worth client preferred.
- Demonstrated experience leading, mentoring, and developing advisors or team members.
- Demonstrated understanding of business development activities and coaching required.
- Investment Adviser Representative registration eligibility required within 3 months of start date (e.g. CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66).
Skills Required
- Bachelor's degree in finance or a related field
- CFP, CFA, JD, or another relevant professional designation, unless extensive experience substitutes
- At least 10 years of experience in Wealth Advisory
- At least 5 years managing a team of wealth advisors
- Experience leading, mentoring, and developing advisors or team members
- Experience understanding and coaching business development activities
- Eligibility for Investment Adviser Representative registration within three months of starting, such as CFP, ChFC, PFS, CFA, CIC, Series 65, or Series 66
- At least 12 years of Wealth Advisory experience
- Experience in the RIA or Private Bank channel advising high-net-worth and ultra-high-net-worth clients
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The Company
What We Do
Waldron Private Wealth is a boutique wealth management firm that advises a select group of individuals, families, and family offices. We limit the number of our engagements so that we are able to offer each client greater focus on how best to simplify the complexities of their significant wealth. Our approach requires gaining a deep understanding of not only your investments, but of your total financial picture. It is this 360° view that allows us to see all the ways in which your financial decisions affect one another, from taxes to trusts to types of income and timing of distributions. For each of our select engagements, we build a team of experts with experience in the financial disciplines best suited for your specific circumstances. Among the titles and certifications held by our team members are Certified Financial Planner®, CPA, Chartered Financial Analyst, Certified Divorce Financial Analyst, and graduates of the Institute for Preparing Heirs.
