19 May Market Leader, Private Wealth

Description
Market Leader, Private Wealth
Philadelphia Region
4B+ Billion Fee-Only Wealth Management Firm
Overview
4B+ Billion Fee-Only Wealth Management Firm based in the Mid-Atlantic seeks a Market Leader to help serve an existing book of business in the Philadelphia region and lead the continued buildout of the de novo local office. Short-term equity/partnership opportunity.
The Opportunity
● Lead the buildout of the Firm’s Philadelphia area office through a team- based and collaborative approach to business development and client service
● Serve as Client Advisor to 25+ Philadelphia based High Net Worth clientele
● Recruit, develop and lead a team of client service professionals, subject matter experts and wealth advisory talent as the office develops and grows
● Competitive compensation package including a significant base salary, performance and profit based bonuses, generous business development incentives and a clear path to equity/partnership
Requirements
- Track record of sourcing high net worth relationships from external channels
- CFA or CFP required
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