#1582

Senior Wealth Advisor

Bellevue, WA, United States

Strategic Relationships

Overview

Dynamic, fast growing Multi-Billion AUM RIA seeks a Senior Business Development Officer to close business sourced through extremely successful Strategic Relationships in the Seattle Metro Area.

Residual payouts for all sourced assets, in perpetuity

Highlights

  • Leading National RIA seeks a Senior Business Development Officer to nurture strategic relationships across the Pacific Northwest
  • The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, with extensive operational, investment, financial planning, and relationship management support.
  • Ability to lead with a customized financial planning approach, tax services, trust services, and/or deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement a traditional investment approach.
  • The position has until now been serviced by a non-local Business Development Officer. Due to a significant increase in leads, the firm has invested in local infrastructure and is actively seeking local talent.
  • Competitive compensation in the $150-250k range with significant business development incentives that provide payouts in perpetuity (no cap on the upside)

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.