President – Wealth Management

About the Role

We are seeking an experienced wealth management leader to launch, lead, and grow a wealth management practice. This executive role will oversee growth strategy, financial performance, client experience, operations, compliance, and talent development. During the initial growth phase, the President will also serve as a lead wealth advisor while building scalable processes and a high-performing team.

Key Responsibilities

• Lead growth strategy, including increasing assets under management, revenue, profitability, and new client acquisition.
• Serve as a lead advisor for key client relationships, delivering comprehensive, tax-aware wealth planning.
• Develop referral relationships and identify new business and market opportunities.
• Build scalable operations across client onboarding, billing, reporting, technology, custodial relationships, and service delivery.
• Oversee fiduciary, regulatory, cybersecurity, compliance, and risk-management practices.
• Recruit, develop, and retain a high-performing team while establishing performance standards and succession plans.
• Develop annual business plans and budgets and provide regular performance updates and strategic recommendations to the Board.
• Manage vendor, technology, marketing, staffing, and business development activities within approved budgets.

Measures of Success

Success will be measured by growth in AUM, net new assets, revenue and profitability, client retention and satisfaction, operational scalability, compliance outcomes, and team development.