#1950

Managing Partner

Seattle, WA, United States

2B+ AUM Market

Greater Seattle Region

Overview

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Managing Partner to mentor the local team of Wealth Advisors, lead the continued buildout of the region through organic growth and M&A integration, and serve as the Lead Wealth Advisor to complex ultra high net worth clientele.

Immediate Equity Opportunity

Highlights

  • Mentor the team of Senior Wealth Advisors in providing best in class service to high net worth and ultra high net worth clientele
  • Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
  •  Lead the cultural integration of acquired wealth management practices
  • Collaborate with dedicated business development professionals in building the region through custodial referral channels, community involvement and referrals from centers of influence
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, and equity ownership

Requirements

  • Experience as an advisor serving ultra high net worth clientele (10M+ level)
  • Local to the Greater Seattle Region

 

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.