#1597

Managing Partner

Detroit, MI, United States

Overview

Independent Wealth Management Firm seeks Managing Partner to maintain and grow the current practice, lead the wealth advisory team, oversee strategic growth and lead key client relationships.

Greater Detroit Area. Relocation package available.

Highlights

  • Collaborate with the Chairman, CCO and CMO to develop long term strategic objectives that drive sustainable, long term growth, including integrating newly acquired teams into the overall firm strategy
  • Oversee the day-to-day management of the firm’s Wealth Advisors in an ensemble fee-based RIA, supporting their development and success through inspirational leadership, mentoring, and associate advisor training
  • Develop and implement strategies to retain existing clients and enhance client satisfaction, while fostering strong relationships with key clientele
  • Drive business development initiatives such as expanding existing client relationships, and cultivating relationships with prospective clients, referral sources and industry partners
  • Competitive compensation package inclusive of significant base salary, performance bonuses, profit-sharing and a path to equity

Requirements

  • Wealth Management related leadership experience managing and developing high performing teams

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.