Hiring: Managing Director, Wealth Management Company: JK Executive Strategies, LLC Location: Mount Kisco, NY Job Posted Time: 2026-09-03 10:54:50 Target Skills & Keywords : CFA, CFP, Financial Planning, Private Banking, Wealth Management About the job Required Skills: •Lead all wealth management operations within the assigned market, ensuring clients receive comprehensive financial planning, investment management, trust, and estate planning services. •Develop and execute market growth strategies that expand client relationships, increase profitability, and strengthen the organization's presence within the region. •Build and cultivate strategic referral relationships with Centers of Influence (COIs), including attorneys, accountants, and other professional advisors. •Partner with leaders across the organization to deliver integrated financial solutions that address the full spectrum of client needs. •Provide leadership, coaching, mentoring, and performance management for Wealth Advisors and other team members while fostering a collaborative, high-performance culture. •Establish market goals, execute strategic initiatives, and monitor progress to achieve business objectives. •Oversee financial performance by monitoring revenue, expenses, profitability, and overall market performance. •Ensure compliance with fiduciary standards, regulatory requirements, and internal policies while maintaining strong operational controls. Qualifications: •Bachelor's degree required; MBA, CFP®, CTFA, CFA, or other advanced degree or professional designation preferred. •Minimum of five (5) years of progressive leadership experience in wealth management, private banking, trust services, investment management, or financial services. •Demonstrated success leading business development initiatives, growing market share, and cultivating new client relationships. •Proven ability to build and maintain strong referral networks with Centers of Influence (COIs), including attorneys, accountants, and other professional advisors. •Comprehensive knowledge of wealth management principles, fiduciary standards, investment strategies, trust and estate planning, and applicable regulatory requirements. •Strong leadership experience with a track record of coaching, mentoring, and developing high-performing teams. •Exceptional interpersonal, presentation, and communication skills with the ability to influence clients, colleagues, and executive leadership. •Strategic thinker with demonstrated success developing and executing long-term business plans. •Demonstrated capacity to collaborate effectively across multiple business lines to deliver comprehensive client solutions. •Strong analytical, problem-solving, and decision-making abilities in a fast-paced, client-focused environment. Compensation: •$180,000 - $220,000 / year 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!