Complex Director — Wealth Management
About This Opportunity
Willard Powell is retained by a Top-4 wirehouse to recruit a Complex Director to lead a flagship wealth management complex in Manhattan. This leader will manage 100+ financial advisors and support staff, drive revenue growth, recruit top advisor talent, and ensure regulatory compliance and client satisfaction across a $15B+ AUM complex.
Requirements
- 15+ years wealth management industry experience with management responsibility
- Experience leading complexes or branches with $5B+ in AUM
- Proven track record recruiting and retaining top financial advisor talent
- Deep understanding of wirehouse economics, payout grids, and transition dynamics
- Series 7, 9/10, 66, and state insurance licenses required
- Strong compliance awareness and leadership culture
Interested in This Role?
Contact Willard Powell to discuss this opportunity in complete confidence.
Apply Confidentially All inquiries are 100% confidential. Reference: WP-7002About Willard Powell
Willard Powell is a leading executive recruitment and retained search firm specializing in financial services, fintech, and technology leadership. Founded by David McInnis and headquartered in Stamford, Connecticut, Willard Powell is a Service-Disabled Veteran-Owned Small Business (SDVOSB). Over 90% of our business comes from long-term clients who trust us with their most strategic leadership hires. Our partners are intimately involved in every phase of the search process.