Senior Wealth Manager

Miami, FL

Full Service Multi-Family Office


Boutique Independent Wealth Management Firm / Multi-Family Office seeks a Lead Wealth Advisor to join a collegial, entrepreneurial and dynamic organization. Clear track towards equity ownership.  


  • High Net Worth and Ultra High Net Worth Wealth Advisory inclusive of investment management, estate and tax planning, business management, and sophisticated in house tax compliance capabilities
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • Outsourced CFO solutions for entertainers and athletes with a full suite of cash management and personal business management services
  • Extremely competitive payouts, comprehensive benefits, and additional incentives are aligned with distribution of services.


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.