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Director of Talent (Wealth Management Firm)

  • Director of Talent (Wealth Management Firm) job type Posted on: Nov 03, 2026
  • Director of Talent (Wealth Management Firm) experience level Lead Advisor
  • Director of Talent (Wealth Management Firm) employment type Remote, Remote
  • Director of Talent (Wealth Management Firm) salary Salary: $120,000 per year
  • Director of Talent (Wealth Management Firm) employment type Remote
  • Director of Talent (Wealth Management Firm) salary Full-time

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Job Title :

Director of Talent (Wealth Management Firm)

Job Type :

Full-Time

Job Location :

Remote Remote United States

Remote :

Yes

Jobcon Logo Job Description :

Lead Advisor is a wealth management consulting and search firm. This role is for our client.Remote/Eastern Hours$120,000- $130,000.The Director of Talent leads the organization’s talent acquisition and workforce planning strategies, ensuring the attraction, development, and retention of top talent. The role oversees recruiting, employee engagement, succession planning, and talent management initiatives while partnering with leadership to align talent strategies with business objectives. The Director of Talent fosters a high-performance culture and drives programs that support employee growth, diversity, and organizational success.Primary Responsibilities· Collaborate with the firm’s leadership team to design and execute a workforce plan to achieve the five-year growth strategy.· Own all human capital systems including hiring, onboarding, performance and feedback management, employment compliance and others.· Own the hiring and employee onboarding process.o Audit and modify firm selection processeso Lead all interviewing and recruiting processeso Partner with department heads to understand talent needs, timelines and budgetso Partner with outside human capital resourceso Oversee employee onboarding processes including:§ Working with PEO Vendor§ Working with corporate office for hiring requirements, contracting and licensing processes§ Working with state and federal agencies for licensing.· Employee development:o Work with firm leaders to create career pathing in each departmento Assist with building training in each department and be a liaison between corporate training programso Create goal setting, coaching, feedback and performance management frameworks to ensure high productivity for all employees firm wideo Leading licensing, credentialing and other professional development for the firm· Cultureo Ensure employees have the resources, direction and accountability to professionally grow and value working in the firmRequired Skills Thorough understanding of, or ability to quickly learn systems, and related protocols used in the organization.Excellent verbal and written communication skills.Professional and tactful people skills with the ability to interact with a variety of personalities.Strong leadership and supervisory skills.Excellent organizational skills and attention to detail.Excellent time management skills with proven ability to meet deadlines.Qualifications· Bachelor’s degree· Preferred experience in wealth management· 10 years + in human resources or people leadership functions.· Experience leading hiring, onboarding and HR divisions

Jobcon Logo Position Details

Posted:

Nov 03, 2026

Reference Number:

10440_4479060100

Employment:

Full-time

Salary:

$120,000 per year

City:

Remote

Job Origin:

APPCAST_CPC

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Lead Advisor is a wealth management consulting and search firm. This role is for our client.Remote/Eastern Hours$120,000- $130,000.The Director of Talent leads the organization’s talent acquisition and workforce planning strategies, ensuring the attraction, development, and retention of top talent. The role oversees recruiting, employee engagement, succession planning, and talent management initiatives while partnering with leadership to align talent strategies with business objectives. The Director of Talent fosters a high-performance culture and drives programs that support employee growth, diversity, and organizational success.Primary Responsibilities· Collaborate with the firm’s leadership team to design and execute a workforce plan to achieve the five-year growth strategy.· Own all human capital systems including hiring, onboarding, performance and feedback management, employment compliance and others.· Own the hiring and employee onboarding process.o Audit and modify firm selection processeso Lead all interviewing and recruiting processeso Partner with department heads to understand talent needs, timelines and budgetso Partner with outside human capital resourceso Oversee employee onboarding processes including:§ Working with PEO Vendor§ Working with corporate office for hiring requirements, contracting and licensing processes§ Working with state and federal agencies for licensing.· Employee development:o Work with firm leaders to create career pathing in each departmento Assist with building training in each department and be a liaison between corporate training programso Create goal setting, coaching, feedback and performance management frameworks to ensure high productivity for all employees firm wideo Leading licensing, credentialing and other professional development for the firm· Cultureo Ensure employees have the resources, direction and accountability to professionally grow and value working in the firmRequired Skills Thorough understanding of, or ability to quickly learn systems, and related protocols used in the organization.Excellent verbal and written communication skills.Professional and tactful people skills with the ability to interact with a variety of personalities.Strong leadership and supervisory skills.Excellent organizational skills and attention to detail.Excellent time management skills with proven ability to meet deadlines.Qualifications· Bachelor’s degree· Preferred experience in wealth management· 10 years + in human resources or people leadership functions.· Experience leading hiring, onboarding and HR divisions

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