#913

Market Leader, Managing Director

Philadelphia, PA

Multi-Family Office, Philadelphia

Overview

Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.

Extremely Competitive Payouts – Immediate Equity opportunity

Highlights

  • 12B+ in Assets Under Advisement including a significant number of clients with 100 million+ net worth
  • Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
  • Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
  • Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity

 

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.