Lead Relationship Manager

Lead Relationship Manager

Multi-Billion AUM RIA
June 3, 2021
Westchester County, NY, United States


Lead Relationship Manager

Westchester County, NY

Multi-Billion AUM RIA


Independent Multi-Billion AUM RIA serving high net worth and ultra high net worth clientele is seeking a Lead Relationship Manger wealth management advice inclusive of investment management, financial planning and cash flow analysis, tax and estate planning, and insurance.

The firm has been growing organically at a clip of 40% a year for the last several years due to a collegial culture, significant investment in infrastructure and highly development lead generation systems.

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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

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