Prime Research

We are seeking a dynamic, strategic, and experienced Head of Wealth Management to lead the wealth management division of a multi-billion-dollar independent financial services firm. This leadership role oversees the full spectrum of the wealth management businessincluding Relationship Management, Client Support, and Wealth Governance—across all offices. The Head of Wealth Management will play a critical role in driving growth, optimizing profitability, building a high-performing team, and ensuring best-in-class client service for high-net-worth individuals and institutional clients.