Director of Wealth Management

The Director of Wealth Management is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates' wealth management platform, overseeing the delivery of comprehensive, goal-based wealth management services for high-net-worth individuals and families.

Requirements

• Bachelor's degree required; advanced degree preferred
• CFP designation required; CPA or CFA strongly preferred
• 10+ years of progressive experience in wealth management or financial advisory services, with at least 5 years in a senior leadership role
• Experience within a registered investment advisory (RIA) firm serving high-net-worth clients
• Demonstrated success leading advisors, scaling advisory programs, and managing complex client relationships
• Deep expertise in comprehensive financial planning, investment management, and tax-aware wealth strategies
• Strong leadership presence with the ability to influence, coach, and inspire senior professionals
• Exceptional communication skills, with the ability to translate complex financial concepts into clear, client-friendly guidance
• Strategic mindset balanced with operational discipline and attention to detail

Benefits

• Heavily subsidized medical insurance options
• Generous employer HSA contributions
• 100% employer-paid Short-Term Disability, Long-Term Disability, Accident, Basic Life Insurance, and Telehealth/Virtual Urgent Care/Whole Mental Health
• Dental and Vision plans
• Unlimited PTO
• Organization-paid holidays, including an extended Winter Break
• Safe Harbor 401k Plan
• Employer-paid professional dues, licenses, and renewals
• Continuing Education resources
• Family Planning Assistance Program and Paid Parental Leave
• Subsidized fitness programs