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Strategic Leader

Preferred Location:
North-East
Open to Relocation:
No

We are currently representing a Strategic Leader at a 20B+ AUM RIA. Details below:

  • Played a central role in growing the firm from $3 billion to $26 billion over the last decade
  • Led transition efforts for new advisor teams, resulting in over $8B of AUM to the firm
  • Directly contributed to the closing of over $250 million of new client assets
  • Developed the Operations and Technology Team of 10 full-time professionals, including the design and implementation of Addepar

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