Hiring: Director Company: The Anderson Search Group Location: Houston, TX Job Posted Time: 2026-09-10 14:35:25 Target Skills & Keywords : CFA, CFP, Financial Planning, Portfolio Management, Private Banking, Risk Management, Wealth Management About the job Experience: •12+ years of progressive Wealth Management leadership experience. Required Skills: •Lead, coach, mentor, and develop a team of Wealth Advisors to maximize productivity, engagement, client service, and business results. •Develop and execute a scalable growth strategy to increase Wealth Management assets under management (AUM), advisory revenue, and overall profitability. •Establish market growth strategies focused on acquiring new clients, expanding existing client relationships, and increasing wallet share. •Recruit, develop, and retain top-performing Wealth Advisors while building a strong succession pipeline. •Coach advisors on comprehensive financial planning, business development, held-away asset identification, and relationship expansion. •Develop and execute sales strategies that promote consistent referral generation, COI development, and advisor productivity. •Portfolio Management •Investment Management Qualifications: •We're seeking a strategic wealth management leader who combines executive leadership, advisor coaching, and business development expertise with a passion for building an exceptional wealth management organization. •Leading Wealth Advisors or Regional Wealth Management teams. •Recruiting, mentoring, and developing top-performing advisors and future leaders. •Driving advisor productivity, revenue growth, and assets under management. •Developing comprehensive wealth planning strategies for affluent and high-net-worth clients. •Building referral cultures across Commercial Banking, Private Banking, Retail Banking, Trust, and other business lines. •Creating scalable sales processes and advisor development programs. •Leading organizational growth initiatives while maintaining a client-first, fiduciary culture. •Bachelor's degree in Business, Finance, Economics, or a related field required. •10–12+ years of progressive Wealth Management leadership experience. Compensation: •$225,000 - $275,000 / year •Annual Bonus, Commission, and RSUs Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!