Vice President - Wealth Management

Company: Keller Executive Search
Location: Phoenix
Posted on: May 7, 2025

Job Description:

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.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 decisionsRequirements:
  • 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 skillsCompensation and 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 educationEqual Employment Opportunity and Non-Discrimination PolicyBoth Keller Executive Search and our clients are Equal Opportunity Employers. For all positions, 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.
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Keywords: Keller Executive Search, Tempe , Vice President - Wealth Management, Executive , Phoenix, Arizona