Western Regional Market Leader, Private Wealth

Western Regional Market Leader, Private Wealth

Western Regional Market Leader, Private Wealth
10 Billion+ Independent Wealth Management Firm
September 4, 2022
West Coast, United States



Dynamic 10B+ Independent Wealth Management Firm seeks a Western Regional Market Leader to manage the custodial referral channel throughout the entire Region while leading the sourcing and closing of business development through the custodial referral network.

No cap on upside. Long term payouts in perpetuity.

Equity opportunity of an RIA heading towards 500% growth in the next 5 years.


  • Fast growing firm, growing consistently at a rate of 30% year over year.
  • Build relationships with Financial Consultants at the Custodial Branches by closing referred leads and positioning the Firm as the comprehensive planning and/or customized investment solution for appropriate clientele
  • Ability to lead with either a customized financial planning approach or with deep investment expertise inclusive of hedging strategies, real estate, and private investments to complement more a traditional investment approach
  • Collegial culture with extensive operational, investment, financial planning and relationship management support


  • Track record of sales success in a custodial referral network channel
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Leah Yosef International is the Private Wealth and Investment Management search division of Sanford Rose Associates, recognized by Executive Search Review as being one of the Top 10 Search Firms in North America with 90+ Offices worldwide. To learn more, please reach out to your Leah Yosef International executive search consultant today. Schedule A Consultation

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