Leah Yosef International

Compensation

Full Description

Director of Wealth Management Sonoma Counties Independent RIA Overview Well established and dynamic Independent RIA seeks a Director of Wealth Management with a passion for leadership to inspire the team of Wealth Advisors and spearhead strategic growth initiatives. Clear and well-trodden path to partnership as the firm continues to expand ownership within the next generation of leaders The Opportunity • Coach, mentor, and collaborate with a team of high-performing Wealth Advisors to ensure the optimal client experience • Advance growth initiatives throughout the firm including talent acquisition, tuck-in advisors, and business development to lead the firm to the next level of performance • Extensive collaboration with the Executive Committee and Operations Team • Collegial culture that values diversity, equity, and inclusion • Work-life balance inclusive of a hybrid schedule • $250,000+ compensation package • Relocation package available Requirements • 5+ years of wealth management leadership • Prior experience asa Wealth Advisor a plus 1766