#1477

Market Leader, Managing Director

New York, NY, United States

Market Leader, Managing Director

Leading National RIA

Overview

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team of Wealth Advisors while leading the continued buildout of the region through organic growth.

The Opportunity

  • Manage a 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, business development incentives

  • Opportunity for equity ownership

Requirements

  • Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture

 

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.