#1647

Investment Strategist

Detroit, MI, United States

Investment Strategist

12 Billion+ AUA Multi-Family Office

Overview

12 Billion AUA Multi-Family Office seeks an Investment Strategist to provide strategic investment and asset allocation advice to a select group of ultra high-net-worth clientele.

Not a sales role/ No portable book of business required

Highlights

  • Serve as the Investment Advisor for ultra high net worth clientele (10M+)
  • The Firm has a track record of developing and promoting talent; excellent opportunity for advancement into either Investment Team Leadership or Lead Relationship Manager roles
  • Strong culture of independent thought, pro-activity and quality of life
  • Competitive base salary, profit and performance-based bonuses, excellent benefits
  • Clear path towards equity ownership

Requirements

  • CFP or significant progress towards CFA
  • 4+ years of investment management experience
  • 2+ years private wealth relationship management experience

About Leah Yosef International: Leah Yosef International is a boutique executive search firm specializing in the private wealth and investment management arena, catering to single/multi-family offices and registered investment advisory (RIA) firms nationwide. With a proven track record of success, Leah Yosef International delivers premier talent, placing financial advisors, relationship managers, investment managers, subject-matter experts, and directors and C-level leaders in operational, investment, and compliance roles.