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Wilmington Trust N.A.
The Wealth Advisor Team Leader serves in a player/coach capacity, managing a team of Wealth Advisors while also driving individual production. This role involves leading, hiring, and coaching the team to meet sales objectives and deliver an integrated wealth management experience to clients. The position requires overseeing client relationships, developing talent pipelines, and ensuring adherence to risk and regulatory standards.
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 Wilmington Trust N.A..
314% above the average for this role