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Wealth Management Director: Client & Strategy
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-01-26
Listing for:
Freestone Capital Management
Full Time
position Listed on 2026-01-26
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio Manager -
Management
Wealth Management, Portfolio Manager
Job Description & How to Apply Below
A leading wealth and asset management firm in San Francisco seeks an experienced Client Manager, Director. This role involves investment analysis, managing complex client relationships, and creating tailored financial plans. The ideal candidate will have 5+ years of investment-related experience, strong analytical skills, and a CFA or CFP designation. The position offers a competitive compensation package ranging from $150,000 to $250,000, along with comprehensive benefits and a great team culture.
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