24 Aug 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
Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation