Wealth Director Pasadena

Wealth Director Pasadena

Let's be honest... If your business development plan depends on your firm feeding you leads, this one will starve you. There is no banking platform here. No branch lobby, no lending desk, no insurance arm sending you layups. What there is: one of the most respected fiduciary names in American wealth management, backed by a global asset manager, and a Southern California seat that has stood open far too long because they refuse to fill it with the wrong person.

Our client is seeking a Wealth Director for its Pasadena team. This is a pure origination role. You open doors with high-net-worth families, primarily $10 million and above, through the network of estate attorneys, CPAs, and trusted advisors who already call you first. Once a relationship is won, a deep bench of relationship managers, portfolio managers, and trust officers does the servicing, and you stay as involved as the relationship requires. You will have dedicated business development support for research, prospecting, and CRM, plus subject-matter experts who will happily sit beside you in a prospect meeting. The compensation is built the way producers like it: a strong base, commissions on the business you source, and trailers that keep paying you in the years after you bring a relationship in. Hunters eat well here. Farmers should keep scrolling.

You bring a portable, self-sourced pipeline, and you can prove it. Expect to discuss it in specifics, with names withheld: how many relationships, at what asset levels, how recently you have spoken, and how long you have known them. You have worked with clients holding $10 million or more in investable assets, you know the Southern California wealth corridors cold, and your career moves each make sense, because you will be asked about every one of them. Professional designations are valued. A book of business that exists mostly in a CRM you do not control is not.

To learn more about our organization please visit us at www.westportone.com

To apply for this position, submit your resume by choosing one of the following:

• ***CLICKING “APPLY NOW” ON THIS PAGE*** (PREFERRED) 

• Email your resume in WORD format to mollie@westportone.com. Please refer to job reference code NB/WDCA in the subject line.