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Next Level Recruiting, LLC
Regional Director Wealth Management HNW/UHNW | East Bay AreaNext Level Recruiting, LLC • Walnut Creek, CA, United States
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Regional Director Wealth Management HNW/UHNW | East Bay Area

Regional Director Wealth Management HNW/UHNW | East Bay Area

Next Level Recruiting, LLC • Walnut Creek, CA, United States
2 days ago
Job type
  • Full-time
Job description

Leadership Role In Strategic National Growth Initiative

Join a nationally recognized and rapidly expanding Registered Investment Advisor managing over $50 billion in assets across more than 30 states. As part of a strategic national growth initiative, this leadership role offers the opportunity to lead a major market within a dynamic and fast-growing firm.

This position focuses on advisor leadership, operational integration, and business growth within a defined territory. It offers a clear path to equity and the chance to combine profit and loss ownership with strategic growth execution at scale.

The successful candidate will be responsible for transitioning local teams and clients into the firm's national model, managing advisor performance, driving revenue growth, and overseeing regional infrastructure. This is a unique opportunity to influence and lead at a high level within an entrepreneurial yet institutionally supported environment.

Strong compensation structure

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Regional Director Wealth Management HNW/UHNW | East Bay Area • Walnut Creek, CA, United States