#1551

Senior Wealth Manager – Cross Border Planning

New York, NY, United States

Multi-Family Office

Overview

Dynamic, fast growing 1B+ AUM Independent RIA is seeking a Senior Wealth Advisor to manage 10-20 internationally based ultra high net worth client relationships (50M+ level clientele), partnering directly with the founder in an ensemble practice.

Highlights

  • Manage all aspects of ultra-high net worth client relationships with a focus on complex cross-border estate and tax planning strategies

  • Work in tandem with the Internal Investment Team and Operations support team to develop and deliver best-in-class financial planning advice, investment planning, and client services in a fast-paced, collegial culture

  • Competitive compensation including significant base salary, performance based bonuses, and revenue share opportunities

  • Clear track to equity after year one

Requirements

  • Experience designing and presenting estate and/or tax planning for ultra-high net worth within a Law Firm, Trust Company, Accounting Firm, or Ultra High Net Worth focused RIA/Multi-Family Office

 

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.