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.
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- Chief Information Officers
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- Wealth Management Analysts
- Wealth Management Associates
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