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Candidate ID#155152

Family Office Advisor

Preferred Location:

North-East

Open to Relocation:

Yes

We are currently representing a Family Office Advisor at a Multi-Family Office. Details below:

Proven ability to manage ultra-high-net-worth clients (100M+ net worths) with complex, multi-faceted needs
Primary relationship manager for 11 clients, average client size is 250M; total AUM approximately 2.75B
Exploring opportunities with compensation packages of 300k+

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155152

connect@leahyosef.com

4 Penny Court
East Brunswick NJ 08816

Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide.

With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.

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155152

Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.

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