High-performing vice presidents who are able to bring a large number of high-net-worth investors to their firms and manage their portfolios effectively may be tapped to become managing directors, one of the top decision makers at a wealth management firm. In this role, you’ll be responsible for “big picture” issues such as your company’s overall investment strategy, client focus, and/or new business strategies. Some managing directors continue to manage client portfolios—typically those of the firm’s most high-profile, high-net-worth customers.
Vice presidents are also well-qualified to work as chief financial officers, CEOs, and chief operating officers at corporations.
- Chief Information Officers
- Financial Quantitative Analysts
- Tax Managers
- Wealth Management Accountants
- Wealth Management Analysts
- Wealth Management Associates
- Wealth Management Compliance Professionals
- Wealth Management Investor Relations Specialists
- Wealth Management Lawyers
- Wealth Management Managing Directors
- Wealth Management Risk Managers