Vice President - Wealth Management

Our client is seeking a highly experienced Vice President of Wealth Management to lead the strategic growth and management of their wealth management division. This role is critical in driving revenue growth by developing and executing innovative investment strategies while providing exceptional service and guidance to high-net-worth clients.

As a VP of Wealth Management, you will utilize your extensive network and market knowledge to enhance client relationships and contribute to the overall success of the firm.

To learn more about the recruitment company handling the search please visit our website:

Role & Responsibilities:

• Develop and implement a comprehensive wealth management strategy to accelerate growth and profitability

• Lead a team of wealth advisors and financial planners to deliver tailored solutions to clients

• Identify and pursue new client acquisition opportunities while deepening existing relationships

• Oversee portfolio management and ensure adherence to regulatory and compliance standards

• Collaborate with internal teams to align services and offerings with client needs

• Stay abreast of industry trends, innovations, and competitive landscapes to inform strategic decisions

Requirements

Requirements:

• 8+ years of experience in wealth management or financial services with a focus on HNW/UHNW clients

• Proven leadership experience in managing teams and driving business growth

• Deep understanding of investment strategies, financial products, and market dynamics

• Exceptional relationship-building and client management skills

• Strong analytical and decision-making abilities

• Relevant financial certifications (e.g., CFP, CFA) are highly preferred

• Ability to work in a fast-paced environment and adapt to changing market conditions

• Excellent communication and presentation skills

Benefits

• Competitive salary range: $300K - $450K, commensurate with experience
• Performance-based bonuses
• Hybrid work model, balancing in-office collaboration with remote work flexibility
• 401(k) retirement plan with company match
• Comprehensive health, dental, and vision insurance
• Generous paid time off (PTO) and sick leave
• Parental leave
• Professional development opportunities and support for continuing education

Equal Employment Opportunity and Non-Discrimination Policy

Equal Employment Opportunity Statement: Both Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, whether with Keller Executive Search or our clients, qualified applicants will receive consideration for employment without regard to race, skin color, religion, sex, sexual orientation, gender identity, gender expression, national origin, age, protected veteran status, disability, genetic information, or any other legally protected status.

Commitment to Diversity: Keller Executive Search and its clients are committed to fostering a diverse and inclusive work environment where all individuals are valued and respected.

Reasonable Accommodations: Both Keller Executive Search and our clients are committed to providing reasonable accommodations to individuals with disabilities and pregnant individuals. We engage in an interactive process to determine effective, reasonable accommodations. If you need assistance or an accommodation, please contact us at [email protected] .

Compensation Information: For client positions, compensation information is available in the job post. If not provided, it will be shared during the interview process in accordance with applicable laws. When required by law, salary ranges will be included in job postings. Actual salary may depend on skills, experience, and comparison to current employees in similar roles. Salary ranges may vary based on role and location.

Compliance with Laws: Both Keller Executive Search and our clients comply with federal, state, and local laws governing nondiscrimination in employment. This policy applies to all employment terms and conditions, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Workplace Harassment: Both Keller Executive Search and our clients expressly prohibit any form of workplace harassment based on race, skin color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status.

E-Verify Participation: Keller Executive Search and/or our clients may participate in E-Verify. Information about E-Verify participation will be provided during the application process where applicable.

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• California Residents: For more information about the categories of personal information we collect for recruiting and employment purposes, please review our Privacy Policy at .

• Colorado, Nevada, New York City, California, and Washington Residents: Compensation information is available in the job post or will be provided during the interview process if not initially available.

• Both Keller Executive Search and our clients are committed to pay equity and conduct periodic pay equity analyses in accordance with applicable laws.

State-Specific Information:

• Rhode Island: We do not request or require salary history from applicants.

• Connecticut: We provide wage range information upon request or before discussing compensation.

• New Jersey: We do not inquire about salary history unless voluntarily disclosed.

Veteran Status: Both Keller Executive Search and our clients provide equal employment opportunities to veterans and comply with applicable state laws regarding veteran preference in employment. If you are a veteran, please inform us during the application process.

Genetic Information: In accordance with federal and state laws, both Keller Executive Search and our clients do not discriminate based on genetic information. We do not request or require genetic information from applicants or employees, except as permitted by law.

Local Laws: Both Keller Executive Search and our clients comply with all applicable local laws and ordinances regarding employment practices in the areas where we operate.

Additional Assistance: If you need further assistance to fully engage in our application process, please contact [email protected] .

Note: This job posting may be for a position with Keller Executive Search or one of our clients. The specific employer will be identified during the application and interview process. Employment laws and requirements may vary depending on the employer and location.