Relationship Manager

Preferred Location:
Open to Relocation:

An ultra high net worth focused Senior Wealth Advisor is seeking a senior level leadership, management or strategy role in the Greater Boston area. Below please find several high-level details:

  • 15+ years experience at his current firm, managing $1B AUM across 35 clients
  • 500M AUM was inherited,  approximately 250M AUM was sourced from his external COI’s and  approximately 250M AUM sourced from existing clients
  • Approximately 100M+ AUM will likely port over to a robust family office type platform, taking non-solicits and non-competes into account

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