Senior Wealth Manager

New York, NY

Senior Wealth Manager

15 Billion+ Independent Wealth Management Firm


Dynamic, fast growing 15B+ Independent RIA has partnered with a premier International Private Bank to serve as the wealth and investment management arm to their ultra-high net worth clientele.

The Joint Venture is seeking a Senior Wealth Manager to develop relationships with high net worth and ultra-high net worth domestic and international private bankers and commercial lenders.


  • Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management.
  • The Firm has been growing consistently at a rate of 30% year over year with a fast paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.
  • Ability to offer a sophisticated investment portfolio inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach.
  • No cap on upside. Long term payouts in perpetuity based on book revenue.



  • 3+ years experience leading relationships with high net worth clientele on all aspects of wealth and investment management.

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.

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