Market Leader, Ultra High Net Worth Advisory

Market Leader, Ultra High Net Worth Advisory

2B+ Billion Multi-Family Office
August 11, 2020
DC Region, United States


Market Leader, Ultra High Net Worth Advisory

DC Region

2B+ Billion Multi-Family Office


2B+ UHNW Multi-Family Office based in the Northeast seeks a Market Leader to help serve an existing book of business in the DC region and lead the continued buildout of the de novo local office. Short-term equity/partnership opportunity.



  • Serve as Client Advisor to local Ultra High Net Worth clientele (5 million to 500 million net worth’s)
  • Lead the buildout of the Firm’s DC area office through a team-based and collaborative approach to business development and client service
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra high net worth clientele with a robust investment platform; strong culture of collaboration and integrity.
  • Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and a clear path to equity/partnership



  • Track record of successful business development with $5M+ level clientele
  • Advanced designation required (CFP, JD, CPA or CFA)
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