Director Wealth Management

Senior Wealth Advisor San Francisco Bay Area Multi-Billion AUM RIA Overview Well established Multi-Billion AUM and fully independent RIA is seeking a Principal, Strategic Growth in Sausalito, CA to close business within the Schwab Advisor Network and organically. This is a long-term opportunity to become an equity owner and leader at the firm by accelerating the continued buildout of the region through closing custodial channel leads. The firm has a strong history of success with the SAN platform for over 30 years and is on matrix with 12 local branches; potential to close 200M+ AUM annually. Highlights Create meaningful relationships with Schwab Advisor Network Point of contact for all referral platform leads and assist with driving local organic flows Focus on closing high net worth and ultra high net worth clientele with high retention incentivized Deep industry and in-house understanding of holistic wealth planning (leading with planning), investment strategies, estate planning, wealth management including tax planning, cross border estate planning, intergenerational wealth planning, executive compensation and philanthropic advisory The Firm has process oriented GIPS compliant investment strategies that have outperformed indexes after fees for over 17 years with a highly differentiated Risk Management model and unique performance-based fees Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives. $400,000+ first year compensation package and clear path to equity. Requirements Familiarity with RIA custodial referral programs 1920