Head of Wealth Planning (PB) Salary

National Compensation Range

Head of Wealth Planning (PB) Salary by City

Median (P50) adjusted for metro cost of labor.

Also Known As

Director of Wealth Planning (PB), Head of Wealth Structuring (WM), Chief Wealth Planning Officer (PB), Head of Estate & Succession Planning (PB)

What Does a Head of Wealth Planning (PB) Do?

The Head of Wealth Planning (PB) operates within private banks, wealth management firms, and trust companies, serving high-net-worth and ultra-high-net-worth clients with investment advisory, estate planning, and banking services. Classified at the Director level, this position draws from a very tight candidate market, making targeted sourcing and competitive compensation critical for successful placements.

What Drives Head of Wealth Planning (PB) Compensation?

The median (P50) compensation for a Head of Wealth Planning (PB) is $460,000, with the 25th to 75th percentile range spanning $155,000 to $320,000. Pay variation across this range is primarily driven by book size and client AUM, revenue generated, client segment (HNW vs. UHNW), product complexity, regulatory licensing, and the firm's compensation model (salary + bonus vs. revenue share).

Head of Wealth Planning (PB) Career Path

Professionals who move into Head of Wealth Planning (PB) roles most commonly come from institutional banking, financial advisory, trust and estate law, investment management, or family office operations. From this position, the typical trajectory leads toward managing director and market head positions, regional leadership, or transitioning to independent RIA or multi-family office platforms.

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