02 Jul Wealth Manager
Boutique Multi-Family Office seeks a Wealth Manager to provide holistic wealth management, financial planning advice and family office services. Play a key role in the succession planning of a fast growing firm by serving as the lead relationship manager on ~100m+ AUM. Path towards equity ownership.
The Firm offers comprehensive investment management, philanthropic advisory, and financial planning as well as a full suite of family office services inclusive of family governance and concierge services for high-net-worth and ultra high net worth clientele.
Not a commissioned sales role. No portable book of business required.
- Collaborate with Partners to transition to the Lead on ~100m AUM while serving as the support advisor for more complex relationships.
- Ability to make an impact on the direction and growth of a fast growing, independent multi-family office
- Competitive compensation package including significant base salary and bonuses, excellent benefits
- Path towards equity ownership
- Lead relationship management experience with high net worth clientele
- Track record of broadening relationships with high net worth clientele and developing business through referrals from existing clients
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