FTWA Managing Director

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a FTWA Managing Director in the United States.

This senior client-facing leadership role is responsible for managing and growing high-net-worth client relationships within a wealth advisory environment, while driving new business development and long-term asset growth. The Managing Director serves as the primary advisor for an assigned portfolio of affluent clients, combining strategic relationship management with disciplined investment and financial expertise. This role requires a strong ability to originate new opportunities, build trusted advisory relationships, and deliver tailored investment solutions aligned with client goals. Operating within a collaborative team structure, the position plays a key role in shaping client experience and ensuring high standards of service delivery. The ideal candidate brings deep financial markets knowledge, strong business development capabilities, and a relationship-driven mindset. This is a high-impact role where performance directly influences revenue growth and long-term client retention.

This position is posted by Jobgether on behalf of a partner company. We are currently looking for a FTWA Managing Director in the United States.

This senior client-facing leadership role is responsible for managing and growing high-net-worth client relationships within a wealth advisory environment, while driving new business development and long-term asset growth. The Managing Director serves as the primary advisor for an assigned portfolio of affluent clients, combining strategic relationship management with disciplined investment and financial expertise. This role requires a strong ability to originate new opportunities, build trusted advisory relationships, and deliver tailored investment solutions aligned with client goals. Operating within a collaborative team structure, the position plays a key role in shaping client experience and ensuring high standards of service delivery. The ideal candidate brings deep financial markets knowledge, strong business development capabilities, and a relationship-driven mindset. This is a high-impact role where performance directly influences revenue growth and long-term client retention.

We use an AI-powered matching process to ensure your application is reviewed quickly, objectively, and fairly against the role's core requirements. Our system identifies the top-fitting candidates, and this shortlist is then shared directly with the hiring company. The final decision and next steps (interviews, assessments) are managed by their internal team.

We appreciate your interest and wish you the best!

 Why Apply Through Jobgether? 

 

Data Privacy Notice: By submitting your application, you acknowledge that Jobgether will process your personal data to evaluate your candidacy and share relevant information with the hiring employer. This processing is based on legitimate interest and pre-contractual measures under applicable data protection laws (including GDPR). You may exercise your rights (access, rectification, erasure, objection) at any time.

 

 

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• Drive new business development by identifying, qualifying, and cultivating high-net-worth prospects, with a focus on fiduciary and investment management relationships.
• Build and maintain a robust pipeline of opportunities, leveraging networking, centers of influence, and research tools to generate qualified leads.
• Achieve net asset under management (AUM) growth and revenue targets through disciplined prospecting and relationship expansion.
• Serve as the primary advisor for assigned client relationships, ensuring a high-touch, customized wealth management experience.
• Develop and implement tailored investment strategies and asset allocation approaches in collaboration with internal advisory teams.
• Lead the preparation of client presentations, proposals, and marketing materials in coordination with internal partners.
• Maintain full ownership of client experience while ensuring seamless coordination across product, investment, and service teams.
• Ensure all activities align with regulatory standards, risk management policies, and fiduciary responsibilities.

Requirements

• 10+ years of experience in financial services, wealth management, or private banking, with a strong focus on high-net-worth client portfolios.
• Proven track record of building and managing a book of business with significant annual revenue responsibility.
• Strong expertise in financial markets, investment strategies, and portfolio management concepts.
• Demonstrated success in business development, prospecting, and relationship acquisition at the HNW/UHNW level.
• Excellent communication, presentation, and interpersonal skills with the ability to influence senior stakeholders and clients.
• Strong organizational and time management skills, with the ability to manage multiple priorities in a fast-paced environment.
• Ability to work effectively within a team-based advisory model while maintaining individual accountability for results.
• Active Series 65, Series 66, or equivalent professional designation (CFA, CFP, ChFC, CIC, or PFS preferred).

Benefits

• Competitive base salary with performance-based incentive compensation
• Comprehensive healthcare coverage including medical, dental, and vision plans
• Retirement savings plan with employer contributions
• Financial wellness and wealth-building programs
• Paid time off, holidays, and flexible leave options
• Employee assistance and well-being support programs
• Access to professional development and licensing support
• Inclusive and collaborative work environment
• Additional benefits supporting physical, emotional, and financial well-being.