Head of Wealth

Multi-Family Office

Houston

Overview

Multi-Family Office in Houston seeks a Head of Wealth to provide leadership over the local team as well as succession planning for a retiring Senior Advisor (25M+ level clientele).

No portable book of business required. Not a commissioned sales role.

The Opportunity

• Impact the direction of a future growth, forward thinking culture, acting as a transformation champion toward becoming a premier multi-family office.
• As the strategic leader of client relationships, orchestrate resources across the firm including holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
• Promote teamwork within and across offices, developing and mentoring advisors.
• Drive firm growth through referrals, business development, and marketplace visibility.
• Competitive compensation package, including significant base salary, profit and performance-based bonuses, and excellent benefits.