Victory Capital
The Wealth Specialist serves as a trusted advisor to current and prospective clients, helping them navigate investment options that align with their financial goals and risk profiles. The role focuses on building and deepening client relationships through personalized financial guidance, identifying strategic opportunities within portfolios, and positioning investment solutions to support long‑term financial success.
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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 Victory Capital.
Victory Capital didn’t post a salary, so this is our estimate from similar listings.
14% above the average for this role