Senior Level Director of Wealth Management Jobs
Senior level director of wealth management jobs place proven leaders in charge of practice-wide strategy, client portfolio oversight, and the advisor teams that deliver results. Hiring is concentrated across Banking & Financial Services, Investment & Asset Management, and Fintech, with a mix of on-site, hybrid, and remote openings, and employers like Regions Bank, JPMorganChase, and Maxim Group hiring at this level now.
Find JobsOverview
Showing 5 of 20+ Senior Level Director of Wealth Management jobs
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and ongoing maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $116,229.38 USD
Median $167,611.50 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Location: Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See All 20 Senior Level Director of Wealth Management Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsSenior Level Director of Wealth Management Job Market
Who's Hiring
Top Industries Hiring
- Banking & Financial Services11
- Investment & Asset Management7
- Fintech2
- Law & Legal Services1
- Technology & Software1
Senior Level Director of Wealth Management Jobs: Frequently Asked Questions
How do I get a senior level director of wealth management job?
Employers at this level expect a demonstrated record of leading advisor teams, managing high-net-worth or ultra-high-net-worth client relationships, and driving measurable growth in assets under management. Candidates who can speak to specific outcomes, such as expanding a book of business, building out a practice, or developing junior advisors into producers, stand out. Industry credentials like CFP, CFA, or CIMA reinforce technical authority and are often expected.
Which companies hire senior level director of wealth managements?
Companies hiring senior level director of wealth managements right now include Regions Bank, JPMorganChase, and Maxim Group, based on current listings on Migrate Mate as of November 2026. Hiring at this level tends to come from wealth management firms, regional and national banks, independent broker-dealers, and registered investment advisors looking for experienced leaders to run or grow established practices.
Are there remote senior level director of wealth management jobs?
Yes, though many roles at this level still involve in-person client and team responsibilities. About 26% of senior level director of wealth management openings are remote or hybrid as of November 2026, with hybrid arrangements being the most common for roles that require periodic client meetings or branch oversight while allowing flexible work-from-home days.
What makes a director of wealth management role senior level?
Senior level director of wealth management roles are defined by scope and accountability that go well beyond client service. They involve setting the strategic direction for a practice or region, owning revenue and growth targets, managing or mentoring teams of advisors, and often contributing to firm-wide initiatives like product development or market expansion. The expectation is that you operate with significant autonomy and shape outcomes rather than execute within a defined structure.
Which industries hire the most senior level director of wealth managements?
Senior Level director of wealth management roles concentrate in Banking & Financial Services, Investment & Asset Management, and Fintech, based on current listings on Migrate Mate as of November 2026. These sectors drive the most hiring because they serve clients with complex financial needs, manage substantial assets, and require experienced leaders who can grow relationships, lead teams, and navigate regulatory and market complexity at scale.