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Candidate ID#56815

Operational Leader

Preferred Location:

West

Open to Relocation:

No

We are currently representing an Operational Leader at a 10B+ AUM Wealth Management firm. Details below:

She has a strong track record of leading and developing large teams, building scalable processes, and driving firm-wide operational transformation
Directed M&A related integrations, consolidating tech stacks (e.g., Salesforce, Addepar), with a focus on client retention
CFA/MBA/CAIA
Exploring opportunities with compensation packages in the 300k+ range

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56815

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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.

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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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