Leading National RIA

The Carolinas

Overview

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the Wealth Management team.

The Opportunity

•  Manage the team of Wealth Advisors, Financial Planners and CSA’s to provide best in class service to high net worth and ultra high net worth clientele
•  Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Help identify and lead the cultural integration of acquired wealth management practices
• Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, and business development incentives.
•  Immediate opportunity for equity ownership

Requirements

• Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
• Will only consider local candidates or those with deep ties to the region