Role Overview for SVP, Wealth Management with a National Brokerage – Atlanta, GA
JRG Partners is proud to partner with a premier, nationally recognized brokerage firm in their search for a Senior Vice President (SVP) of Wealth Management for their flagship Atlanta, GA office.
This is a pivotal executive leadership role for a visionary and results-driven professional who will shape the future of wealth management services in one of the nation’s most dynamic financial markets.
The successful candidate will be responsible for the strategic direction, operational excellence, and exponential growth of the Atlanta region’s wealth management division.
This is more than a management position; it is an opportunity to build a legacy. You will be at the helm of a talented team of financial advisors and support staff, fostering a culture of excellence, client-centricity, and unwavering integrity. The SVP will drive market penetration, enhance the firm’s brand presence, and deliver sophisticated financial solutions to a discerning clientele of high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals, families, and institutions.
You will be empowered to innovate, implement best practices, and leverage the extensive resources of a national powerhouse to achieve unparalleled success. We are seeking a leader who can not only manage a multi-billion dollar book of business but can also inspire teams, cultivate deep client relationships, and strategically navigate the complexities of the modern financial landscape.
The Atlanta office is a critical hub for the firm’s southeastern operations, and this role carries significant visibility and influence within the national leadership structure. The ideal candidate will possess a profound understanding of wealth management, including investment strategy, financial planning, trust and estate services, and private banking. Your leadership will directly impact client satisfaction, advisor productivity, and the region’s overall profitability, making this a career-defining opportunity for a top-tier wealth management executive.
Key Responsibilities of SVP, Wealth Management with a National Brokerage – Atlanta, GA
Strategic Leadership & Vision
Develop and execute a comprehensive strategic plan for the Atlanta wealth management division that aligns with the firm’s national objectives. Identify market opportunities, define growth targets, and drive initiatives to expand market share and enhance the firm’s competitive position.
Team Development & Management
Lead, mentor, and inspire a high-performing team of financial advisors, portfolio managers, and client service professionals. Oversee recruitment, training, and professional development to build a best-in-class team. Foster a collaborative, inclusive, and high-energy work environment that promotes excellence and accountability. Conduct regular performance reviews and provide constructive feedback to ensure team success.
Business Development & Growth
Drive revenue growth by actively participating in business development and client acquisition strategies. Cultivate and expand a network of professional contacts, including attorneys, CPAs, and other centers of influence, to generate new client referrals. Champion marketing and branding initiatives to elevate the firm’s presence in the Atlanta market.
P&L Management
Assume full P&L responsibility for the Atlanta wealth management office. Develop and manage the annual budget, monitor financial performance against key metrics, and implement strategies to maximize profitability and operational efficiency. Provide regular reporting and analysis to national executive leadership.
Client Relationship Management
Serve as a senior relationship manager for key HNW and UHNW clients, ensuring the highest level of service and satisfaction. Act as an escalation point for complex client issues, providing expert guidance and solutions. Champion a client-first culture throughout the entire team.
Compliance & Risk Management
Ensure all wealth management activities strictly adhere to industry regulations, internal policies, and ethical standards. Oversee all compliance and risk management functions within the office, working closely with legal and compliance departments to mitigate risk and protect the firm and its clients. Maintain an impeccable compliance record.
Market & Investment Strategy
Stay abreast of market trends, economic developments, and evolving investment strategies. Collaborate with the firm’s central investment committee to ensure that the advice and solutions provided to clients are timely, relevant, and aligned with their long-term financial goals.
Requirements for the SVP, Wealth Management with a National Brokerage – Atlanta, GA
Experience
A minimum of 15 years of progressive experience in the wealth management or financial services industry, with at least 10 years in a significant leadership role managing teams of financial advisors.
Proven Track Record
Demonstrable success in driving revenue growth, managing a P&L, and expanding market share in a competitive environment. A strong history of successfully recruiting, developing, and retaining top advisory talent.
Educational Background
Bachelor’s degree in Finance, Economics, Business Administration, or a related field is required. An MBA or other advanced degree is highly preferred.
Professional Certifications
Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), or similar advanced designations are strongly desired.
Licensing
Must hold active FINRA Series 7 and 66 (or 63 & 65) licenses. The FINRA Series 24 (General Securities Principal) is required.
Client Focus
Extensive experience working directly with high-net-worth and ultra-high-net-worth clients, with a deep understanding of their complex financial needs.
Leadership Skills
Exceptional leadership, communication, and interpersonal skills. The ability to inspire trust, motivate teams, and build enduring relationships with clients, colleagues, and community partners.
Business Acumen
Strong strategic thinking, analytical, and problem-solving abilities. A comprehensive understanding of financial markets, investment products, and wealth management best practices.
Local Presence
An established network and deep understanding of the Atlanta and greater Southeastern financial market is a significant asset.
Benefits & Perks Offered
Our client is committed to investing in their employees and offers a highly competitive and comprehensive benefits package designed to support your professional and personal well-being. This includes:
Competitive Compensation
A highly attractive base salary complemented by a significant performance-based bonus and long-term incentive plan.
Comprehensive Health Coverage
Premium medical, dental, and vision insurance plans for you and your eligible dependents.
Retirement Savings
A robust 401(k) plan with a generous company match to help you plan for your future.
Generous Paid Time Off
A flexible and generous PTO policy, including vacation, sick days, and company holidays.
Professional Development
A substantial budget for continuous learning, including support for conferences, certifications, and advanced education.
Wellness Programs
Access to wellness initiatives, including gym membership reimbursements and mental health resources.
Executive Perks
Additional benefits may include deferred compensation plans, club memberships, and other perquisites commensurate with a senior executive role.
How to Apply
JRG Partners is exclusively managing the search for this pivotal leadership role. If you are a qualified and ambitious wealth management leader ready to make a significant impact, we encourage you to apply.
To express your interest, please submit your confidential resume and a cover letter detailing your qualifications and leadership philosophy. All applications will be treated with the utmost confidentiality. To learn more about our expertise in placing top-tier executives, please visit our website and learn more about our Financial Services executive search practice.
JRG Partners and our client are Equal Opportunity Employers. We celebrate diversity and are committed to creating an inclusive environment for all employees. We do not discriminate on the basis of race, color, religion, sex, national origin, age, disability, veteran status, or any other protected status. All qualified applicants will receive consideration for employment.
