#1426

Senior Wealth Manager

Philadelphia, PA

Senior Wealth Manager

2B+ AUM RIA

Overview

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.

No cap on upside. Long term payouts in perpetuity.

Highlights

  • Top 25 firm in the WAS custodial referral program channel
  • Opportunity for overrides while assisting Financial Advisors nationwide to close business.
  • Above market payout in perpetuity on all AUM
  • Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.

Requirements

  • 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.

  • Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).

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.