Head of Strategic Relationships

Head of Strategic Relationships

Independent Wealth Management Firm
Published
June 3, 2021
Location
Los Angeles, CA, United States

Description

Head of Strategic Relationships

Independent Wealth Management Firm

Los Angeles, CA

 

Overview

Dynamic Independent Wealth and Investment Management Firm
seeks a Head of Strategic Relationships to develop and implement
strategies to source new clientele and grow fee based AUM.
No cap on upside. Long term payouts in perpetuity. Path towards partnership.

 

Highlights

  • Build relationships with Firm partners and their respective well developed networks of trusted centers of influence including family law attorneys, accountants, investment bankers, private equity managers, foundations, estate planning attorneys and insurance brokers
  • Develop and launch group prospect events and seminars tailored to specific target audiences of COIs
  • Source new business and help close referred leads with a collaborate team-based approach, coordinating the proper introduction to senior staff and wealth advisors
  • Collegial culture with extensive operational, investment, financial planning and relationship management support
Apply
Drop files here browse files ...

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



Are you sure you want to delete this file?
/