Senior Relationship Manager

New York, NY, United States



Senior Relationship Manager Ultra High Net Worth Midtown

Dynamic fast-growing $1B AUM Multi-Family Office is seeking a Senior Relationship Manager to lead client engagements with ultra-high net worth clientele (50m+ level net worth’s).

Not a business development role; no portable book of business is required.




  • Serve as the lead advisor on a select group of ultra-high-net-worth families
  • Foster collaborative partnerships with external partners and advisors, ensuring clients receive essential information required to make well-informed decisions across diverse financial domains
  • Oversee investment assets, real estate acquisitions, gifting strategies, tax strategies and create detailed financial reports
  • Team-based, forward-thinking, and planning-driven culture providing guidance to business owners, and ultra-high net worth families on sophisticated financial, estate, tax, and investment planning solutions
  • Flexible schedule – 3 days/week in the office
  • Competitive compensation package including significant base, performance- based bonuses, and business development incentives
  • Path towards equity partnership




  • Experience working with international clientele a plus
  • Advanced designation preferred


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.