#2041

Senior Wealth Advisor

New York, NY, United States

Senior Wealth Advisor

Family Office

Southeast Florida /NYC

Overview

15B+ AUM Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Portfolio Manager to own a dedicated book of ultra high net worth client relationships within a Partner-led team, managing portfolio construction and client communication with a high degree of autonomy.


Highlights

  • Serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of 100M)
  • The Firm has achieved 25%+ year over year growth with a minimal marketing presence
  • The firm has a strong track record of internal promotion and long-term retention of top talent
  • Collegial, forward-thinking culture with excellent benefits
  • $500,000+ first year total compensation packages (NYC Only)

Requirements

  • Ultra high net worth client-facing experience with 10M+ level clientele
  • 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
  • Collaborative, team-oriented mindset with excellent interpersonal skills

 

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.