Dynamic Independent Registered Investment Advisor seeks a Senior Investment Advisor – Director, to source new clientele as well as inherit client relationships from partners to grow fee-based AUM and revenue.
The Firm provides sophisticated financial advisory and investment management services to high net worth and ultra high net worth clientele ($5M-200M net worth) targeting entrepreneurs, executives and family offices.
Collegial and diverse firm culture with institutional level operational, technology and relationship management support
Significant base compensation and bonus structure with long-term payouts in perpetuity
The Firm takes a unique quantitative and data driven approach to investing, building customized portfolios with individual securities to take advantage of proprietary risk/return and tax efficiency algorithms.
Successful track record in sourcing, building and maintaining relationships with high-net-worth clientele in investment management
Sanford Rose Associates® is comprised of an elite network of independently-owned executive search firms who provide personal service and undivided attention to our clients and candidates. Our affiliations with the International Executive Search Federation, Kaye/Bassman International, Next Level Exchange and Next Level Marketing Communications provide our clients a unique foundation that does not exist anywhere else in the search industry today.
Sanford Rose Associates is ranked as the 10th Largest U.S. Search Firm by Executive Search Review, demonstrating our ability to deliver the caliber of talent that our clients both require and deserve.
Over the past 60+ years, Sanford Rose Associates has maintained an exclusive network of offices who remain unparalleled in terms of professionalism, performance and service that exceeds our clients’ expectations.