CEO Wealth Management

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International seeks a Chief Executive Officer to partner with the founder, deploying a proven value creation playbook to grow AUM and EBITDA and professionalize operations.

You will implement growth strategies, shape client-focused offerings, coach advisors, and personally drive new business to create a repeatable, scalable growth engine—driving long-term value with incentives.

Qualifications

• Demonstrated business-development or sales success.
• Wealth-management industry knowledge or meaningful exposure to the RIA/private-wealth ecosystem.
• Experience coaching, mentoring, or leading others.
• Strong analytical and financial acumen.
• High intellectual curiosity and ability to operate beyond a narrowly defined role.

Responsibilities

• Implement a growth playbook to target 10% organic growth.
• Shape offerings and positioning for the firm’s target client.
• Coach and develop advisors to strengthen business development and closing.
• Drive new business while building a scalable growth engine.
• Establish goals, track performance, and create accountability around growth objectives.

Skills

Business development

Leadership

Analytical skills

Financial acumen

Job description

Established independent RIA seeks a Chief Executive Officer to partner closely with the founder to deploy a proven value creation and organic growth playbook to grow AUM and EBITDA and professionalize operations.

Highlights

• Implement a combination of share of wallet, pricing, marketing, referrals/COIs, technology, and new client acquisition strategies to be on track for steady 10% organic growth
• Shape and develop a clear answer to who the firm is for and why the firm wins, with product and service offerings aligned accordingly.
• Coach and develop advisors to strengthen business-development, pipeline management, and closing capabilities
• Personally drive new business while helping build a repeatable and scalable growth engine
• Establish goals, track performance, and create accountability around the firm's growth objectives
• $250,000+ first year cash compensation in addition to long-term incentive plans, tuck-in M&A incentives and co-investment opportunities

Requirements

• Demonstrated business-development or sales success
• Wealth-management industry knowledge or meaningful exposure to the RIA/private-wealth ecosystem
• Experience coaching, mentoring, or leading others
• Strong analytical and financial acumen
• High intellectual curiosity and ability to operate beyond a narrowly defined role