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Cardinal Point Wealth Management
Cardinal Point Wealth Management is seeking a career-oriented leader to manage a book of 200-300 households across Canada and the United States. The role involves leading a client team to provide investment management and financial planning services while collaborating with specialists in tax, estate, and cross-border planning. This full-time position requires strong process acumen and at least five years of experience managing a book of business.
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 Cardinal Point Wealth Management.
9% above the average for this role