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CAN-2025-5J2PKR

Director of Wealth Management

Function: Wealth Management Location: Pacific Northwest

Years of Experience

16+ years

Overview

Director of Wealth Management with 16+ years of experience leading wealth management teams and developing strategic initiatives. Expert in business development, team leadership, and client service excellence.

Skills

Team Leadership Business Development Strategic Planning Client Service Revenue Growth Market Expansion Performance Management Training & Development Industry Relations

Education

MBA in Finance, University of Washington Foster School of Business
BS in Economics, University of Oregon

Certifications

CFP, Series 7, Series 66, CIMA

Full Description

Strategic leader focused on growing wealth management practices and developing high-performing teams.

  • Led wealth management division with $300M+ in AUM
  • Grew revenue by 40% through strategic initiatives
  • Built and managed team of 20+ wealth management professionals
  • Developed new service offerings and market expansion strategies
  • Maintained industry-leading client satisfaction and retention rates

Contact Information

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