#2142

Senior Wealth Manager

Santa Barbara, CA, United States

Multi Family Office

Southern California

Overview

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).

Highlights

  • Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
  • Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
  • Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
    • Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
  • $300,000+ compensation package

Requirements

  • 10+ years of relationship management experience with ultra high net worth clientele

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.