06 Apr Director of Investments & Lead Advisor
Director of Investments & Lead Advisor
Boutique, Independent RIA
Boutique Independent Wealth Management Focused RIA seeks a Director of Investments / Lead Advisor to manage the investment portfolio, and lead client relationships. Opportunity to play a key role in the succession plan for the current President and CIO.
The Firm offers comprehensive investment management, financial, estate, tax and retirement planning for high-net-worth clientele.
- Lead the investment process, building and maintaining investment policy statements and performing due diligence and research to source superior managers.
- Inherit of book of 100M AUM and serve as the Lead Advisor.
- Lead new strategic initiatives focused on growing the local market, including branding and marketing.
- Clear path towards 10% equity ownership of the firm.
- Experience with performing due diligence and research on money managers.
- Track record of serving as the Lead Relationship Manager and sourcing fee-based revenue through referrals from existing clients.
- No portable book of business 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