AI Hub
The Director, Wealth Advisor serves as the lead relationship manager for ultra‑high net worth clients, overseeing the coverage model and coordinating specialists to deliver comprehensive wealth solutions. The role drives face‑to‑face client meetings, prospecting, and new business development while developing and executing client strategies across advisory, planning, banking, and trust services.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for AI Hub.
7% below the average for this role