Wealth Management Managing Directors

Wealth management managing directors are top-level executives who play a key role in formulating investment and business strategy for their firms, managing and developing staff, overseeing budgets, and maximizing profits, and managing expenses. Many also oversee the investment portfolios of the firm’s top clients, as well as work with vice presidents, associates, and investor relations specialists to attract new clients. Managing directors are also known as managing partners.

Salary Range

$100,000+

Minimum Education Level

Bachelor's Degree

Certification/License

Required

Outlook

About as Fast as the Average

Personality Traits

Enterprising

Hands On

Organized

Career Ladder

CEO or Chief Operating Officer

Managing Director

Chief Investment Officer or Vice President

Associate

Analyst