Cain Watters & Associates, LLCWealth Management

Director of Wealth Management

Friscohybriddirector

Posted 1mo ago · via Recruitee

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About this role

Summary/Objective Reporting to the Chief investment Officer, the Wealth Management Director is responsible for the strategic leadership, growth, and execution of Cain Watters & Associates’ wealth management platform. This role oversees the delivery of comprehensive, goal-based wealth management services for high-net-worth individuals and families, ensuring a consistent, high-quality client experience aligned with CWA’s tax-optimized advisory philosophy. The Director partners closely with firm leadership, advisors, tax professionals, and operations to drive organic growth, enhance advisor effectiveness, and ensure fiduciary excellence across investment management and financial planning.…

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reqspace match rubric

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Skills match

For this role: monday, teams

Level fit

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Domain experience

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Recency

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Location fit

This role is based in Frisco. We weight your proximity and willingness to relocate.

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Skills in this role

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