First Vice President Wealth Management Jobs
First Vice President Wealth Management jobs are open across private banks, broker-dealers, wirehouses, and independent advisory firms, covering specializations in portfolio management, client relationship management, and financial planning, from associate vice president to managing director level. Find a role that fits below and apply directly.
Find JobsLooking for remote work? View remote first vice president wealth management jobs →Overview
Showing 5 of 1,802+ First Vice President Wealth Management jobs
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
Duke University Health System Clinical Laboratories
Pursue your passion for caring and innovation as a team member in the state-of-the-art Duke Health laboratories. Duke Health laboratories are College of American Pathologists accredited and Clinical Laboratory Improvement Amendments certified. The multidisciplinary team is committed to serving the rare and complex testing needs of Duke Health patients by providing timely and accurate results, educating the next generation of laboratorians, scientists and physicians, and researching and developing the cutting-edge diagnostics of tomorrow.
Medical Lab Scientist, Senior working in Microbiology at Duke Raleigh Hospital, a campus of Duke University Hospital. Monday - Friday, 8:00 a.m. - 4:30 p.m.
General Description
Perform a variety of routine and complex technical tasks in the performance of laboratory tests to obtain data for use in the diagnosis and treatment of disease. Job duties are dependent on the laboratory and may be composed of a combination of the following duties and responsibilities related to the specialization.
Work Performed
- Coordinate, perform, and may supervise a variety of routine and complex testing.
- Perform other related duties incidental to the work described herein.
- Plan and schedule work for the group ensuring proper distribution of tests in clinical laboratories using standard techniques and equipment; perform related duties in the laboratory: including specimen handling, using manual and automatic equipment to test specimens, and perform and report analytical tests.
- Operate complex or computerized instrumentation.
- Calibrate, maintain, align, and troubleshoot/repair instrumentation according to standard operating procedures, knowledge, and experience.
- Coordinate the processing of patient samples or perform processing as needed based on staffing levels using appropriate identification techniques and written procedures to ensure quality material for testing.
- Provide advanced problem-solving, troubleshooting, interpretation and consultation, verification of specimen quality and test results.
- Communicate problems/issues to responsible individuals.
- Maintain inventory of supplies and equipment.
- May coordinate and perform validation testing related to the development of new medical laboratory tests and techniques.
- Review and prepare documents and cases for lab inspections.
- Coordinate participation in lab inspections and work with inspectors.
- Bring any non-compliance issues to the attention of upper-level staff.
- Perform proficiency testing as directed to maintain compliance with regulatory agencies.
- Monitor quality control and quality assurance procedures to ensure compliance with internal and external regulations.
- Maintain quality control programs.
- Recognize, respond to, and report issues as needed.
- Assure remedial action is taken and documented whenever test systems deviate from established performance specifications.
- Ensure that patient results are not reported until corrective action has been taken and the test system is functioning properly.
- Review written procedures and policies for accuracy and submit changes to the manager or designee.
- Collaborate with the management team to initiate projects and develop action plans to improve unit performance through a Process Improvement (PI) project.
- Understand, comply, and perform all necessary safety procedures.
- Maintain compliance with safety training. Report all safety incidents within 24 hours.
- Attend all laboratory meetings, safety and compliance training as required.
- Comply with competency testing for the laboratory staff.
- Train new staff.
- Serve as a resource person/role model, as per guidelines determined by laboratory management.
- Comply with laboratory training programs.
- Provide technical guidance and instruction to students, interns, residents, staff, and other employees.
- May monitor workflow, assessment of staffing levels, and reassignment as needed.
- Follow up to ensure work is completed. Use behaviors that support the achievement of balanced scorecard targets and support DUHS (Duke University Health System) values.
- Consistently cooperate and communicate effectively with co-workers to ensure effective workflow.
Knowledge, Skills, and Abilities
Ability to make independent decisions on matters of significance, free from immediate direction, within the scope of their responsibilities.
Level Characteristics
Promotion to this level is dependent upon the successful completion of leadership activities within the Clinical Ladder. Requires annual maintenance. Within the clinical laboratories we embrace Duke's purpose, placing the patient at the center of everything we do. We do this by demonstrating behaviors that focus on delivering patient- and family-centered care and embodying the values that promote a positive work culture. We expect every team member to commit to these values and hold each other accountable in the spirit of mutual respect and belonging.
Minimum Qualifications
Education
Bachelors of Science/Bachelor of Arts in Chemical, Physical, Biological or Clinical Laboratory Science; or Medical Technology. Generalist certification required for General labs. Generalist/Specialty certification required for specialty labs. Minimum educational or experience requirements may be modified on a case-by-case basis at the discretion of the CLIA (Clinical Laboratory Improvement Amendment) director as long as minimal CLIA requirements are met by the employee for the tasks being performed.
Experience
Five years experience (including one year at Duke) with generalist/specialty certification.
Degrees, Licensures, Certifications
Generalist/Specialty Certification by a nationally recognized board/agency (required). Certification will vary depending on laboratory. Master in Science in lieu of certification for Biochemical Genetics Laboratory.
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together.
Duke University Health System Clinical Laboratories
Pursue your passion for caring and innovation as a team member in the state-of-the-art Duke Health laboratories. Duke Health laboratories are College of American Pathologists accredited and Clinical Laboratory Improvement Amendments certified. The multidisciplinary team is committed to serving the rare and complex testing needs of Duke Health patients by providing timely and accurate results, educating the next generation of laboratorians, scientists and physicians, and researching and developing the cutting-edge diagnostics of tomorrow.
Medical Lab Scientist, Senior working in Microbiology at Duke Raleigh Hospital, a campus of Duke University Hospital. Monday - Friday, 8:00 a.m. - 4:30 p.m.
General Description
Perform a variety of routine and complex technical tasks in the performance of laboratory tests to obtain data for use in the diagnosis and treatment of disease. Job duties are dependent on the laboratory and may be composed of a combination of the following duties and responsibilities related to the specialization.
Work Performed
- Coordinate, perform, and may supervise a variety of routine and complex testing.
- Perform other related duties incidental to the work described herein.
- Plan and schedule work for the group ensuring proper distribution of tests in clinical laboratories using standard techniques and equipment; perform related duties in the laboratory: including specimen handling, using manual and automatic equipment to test specimens, and perform and report analytical tests.
- Operate complex or computerized instrumentation.
- Calibrate, maintain, align, and troubleshoot/repair instrumentation according to standard operating procedures, knowledge, and experience.
- Coordinate the processing of patient samples or perform processing as needed based on staffing levels using appropriate identification techniques and written procedures to ensure quality material for testing.
- Provide advanced problem-solving, troubleshooting, interpretation and consultation, verification of specimen quality and test results.
- Communicate problems/issues to responsible individuals.
- Maintain inventory of supplies and equipment.
- May coordinate and perform validation testing related to the development of new medical laboratory tests and techniques.
- Review and prepare documents and cases for lab inspections.
- Coordinate participation in lab inspections and work with inspectors.
- Bring any non-compliance issues to the attention of upper-level staff.
- Perform proficiency testing as directed to maintain compliance with regulatory agencies.
- Monitor quality control and quality assurance procedures to ensure compliance with internal and external regulations.
- Maintain quality control programs.
- Recognize, respond to, and report issues as needed.
- Assure remedial action is taken and documented whenever test systems deviate from established performance specifications.
- Ensure that patient results are not reported until corrective action has been taken and the test system is functioning properly.
- Review written procedures and policies for accuracy and submit changes to the manager or designee.
- Collaborate with the management team to initiate projects and develop action plans to improve unit performance through a Process Improvement (PI) project.
- Understand, comply, and perform all necessary safety procedures.
- Maintain compliance with safety training. Report all safety incidents within 24 hours.
- Attend all laboratory meetings, safety and compliance training as required.
- Comply with competency testing for the laboratory staff.
- Train new staff.
- Serve as a resource person/role model, as per guidelines determined by laboratory management.
- Comply with laboratory training programs.
- Provide technical guidance and instruction to students, interns, residents, staff, and other employees.
- May monitor workflow, assessment of staffing levels, and reassignment as needed.
- Follow up to ensure work is completed. Use behaviors that support the achievement of balanced scorecard targets and support DUHS (Duke University Health System) values.
- Consistently cooperate and communicate effectively with co-workers to ensure effective workflow.
Knowledge, Skills, and Abilities
Ability to make independent decisions on matters of significance, free from immediate direction, within the scope of their responsibilities.
Level Characteristics
Promotion to this level is dependent upon the successful completion of leadership activities within the Clinical Ladder. Requires annual maintenance. Within the clinical laboratories we embrace Duke's purpose, placing the patient at the center of everything we do. We do this by demonstrating behaviors that focus on delivering patient- and family-centered care and embodying the values that promote a positive work culture. We expect every team member to commit to these values and hold each other accountable in the spirit of mutual respect and belonging.
Minimum Qualifications
Education
Bachelors of Science/Bachelor of Arts in Chemical, Physical, Biological or Clinical Laboratory Science; or Medical Technology. Generalist certification required for General labs. Generalist/Specialty certification required for specialty labs. Minimum educational or experience requirements may be modified on a case-by-case basis at the discretion of the CLIA (Clinical Laboratory Improvement Amendment) director as long as minimal CLIA requirements are met by the employee for the tasks being performed.
Experience
Five years experience (including one year at Duke) with generalist/specialty certification.
Degrees, Licensures, Certifications
Generalist/Specialty Certification by a nationally recognized board/agency (required). Certification will vary depending on laboratory. Master in Science in lieu of certification for Biochemical Genetics Laboratory.
Duke is an Equal Opportunity Employer committed to providing employment opportunity without regard to an individual's age, color, disability, gender, gender expression, gender identity, genetic information, national origin, race, religion, sex (including pregnancy and pregnancy related conditions), sexual orientation or military status.
Duke aspires to create a community built on collaboration, innovation, creativity, and belonging. Our collective success depends on the robust exchange of ideas—an exchange that is best when the rich diversity of our perspectives, backgrounds, and experiences flourishes. To achieve this exchange, it is essential that all members of the community feel secure and welcome, that the contributions of all individuals are respected, and that all voices are heard. All members of our community have a responsibility to uphold these values.
Certain jobs at Duke University and Duke University Health System may include essential job functions that require specific physical and/or mental abilities. Additional information and provision for requests for reasonable accommodation will be provided by each hiring department.
First Vice President Wealth Management Jobs by Experience Level
See All 1,802+ First Vice President Wealth Management Jobs
Find roles that match your experience and apply in just a few clicks.
Find JobsFirst Vice President Wealth Management Job Market
Who's Hiring
- Cintas166
- USJEDU108U
- UC Health85
- UniFirst63
- Holt29
Top Industries Hiring
- Healthcare & Medical Services117
- Chemicals & Materials11
- Education7
- Non-Profit & Social Services5
- Consulting & Professional Services5
What Employers Look For
The qualifications that appear most often in first vice president wealth management jobs.
- 7 or more years of experience in wealth management or financial advisory services
- Active Series 7 and Series 66 or Series 65 licenses required
- Demonstrated client relationship management and business development experience
- CFP, CFA, or CIMA designation preferred or required by most employers
- Proficiency with financial planning software and CRM platforms
- Bachelor's degree in finance, economics, business, or a related field
Tips for Your First Vice President Wealth Management Job Search
Quantify your book of business clearly
Hiring managers at the first vice president level want to see assets under management figures, client retention rates, and net new asset growth. Pull those numbers from your performance reviews and lead with them in your resume summary and work history.
Align your licenses with each posting
Some postings require Series 7 and 66, others add Series 65 or insurance licenses. Read each job description carefully and confirm your active licenses match what's listed before you apply, since compliance teams screen for this early in the process.
Apply early to roles that fit
Migrate Mate lists first vice president wealth management openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Tailor your resume to client segment
Ultra-high-net-worth advisory, mass-affluent banking, and institutional wealth management reward different skills. Reframe your experience around the client segment each employer serves, using their terminology for client tiers and service models.
Prepare a revenue and growth narrative
Interviewers at this level typically ask how you built or grew your book. Practice a concise story covering prospecting methods, referral networks, and cross-sell success specific to wealth management, not just generic sales experience from other financial roles.
Negotiate total compensation, not just base
Wealth management compensation structures often include a production payout grid, deferred bonuses, and transition packages for bringing over clients. Before your final conversation, research how the firm's grid compares to industry norms so you can negotiate each component separately.
First Vice President Wealth Management Jobs: Frequently Asked Questions
Which companies are hiring the most first vice president wealth managements?
The most active employers for first vice president wealth managements right now are Cintas, USJEDU, and UC Health, and the most openings are in Ohio, Texas, and Florida, based on current listings on Migrate Mate as of November 2026. Wirehouse firms, regional banks, and independent registered investment advisors consistently post the most volume at this level.
How many first vice president wealth management jobs are remote?
About 20% of first vice president wealth management openings are fully remote or hybrid as of November 2026, though fully remote arrangements are less common at this senior level than in earlier-career roles. Portfolio analytics, financial planning, and internal advisory support functions tend to have the most remote flexibility, while client-facing relationship management roles are predominantly in-person or hybrid.
How do you become a first vice president wealth management?
Most first vice presidents in wealth management start in a financial advisor, associate advisor, or private banking analyst role and build a client book over several years. Earning a CFP, CFA, or similar credential strengthens your candidacy significantly. Consistent revenue growth and demonstrated ability to manage high-net-worth client relationships are the clearest signals firms look for before promoting or hiring at this level.
Can you get a first vice president wealth management role without direct experience at that level?
Yes, candidates from related financial services roles such as institutional sales, trust and estates, or senior financial planning can move into first vice president wealth management positions if they can show comparable client relationship complexity and revenue responsibility. Firms evaluate the size and quality of your client base, your licensing credentials, and evidence of business development activity more than the exact title you held previously.
What does the first vice president wealth management interview process look like?
The process typically starts with an initial screening call focused on your licensing status and book of business, followed by one or two rounds with branch management or regional leadership. A business plan presentation is common, where you outline how you would develop your client base at that firm. Final stages often include compliance and background screening and a conversation with senior leadership about cultural and strategic fit.
Where can I find and apply to first vice president wealth management jobs?
You can find and apply to first vice president wealth management jobs on Migrate Mate, which lists current openings from across the United States in one place. Find roles that match your experience, credentials, and preferred location, then apply directly to each listing from the page.
See All 1,802+ First Vice President Wealth Management Jobs
Find roles that match your experience and apply in just a few clicks.
Find Jobs