Head of Wealth Management

Leah Yosef International; Detroit (MI); On-site; USD 180,000 - 280,000; Full time

Benefits offered by this job

Immediate equity opportunity

Competitive payouts

Extensive partner support

Job summary

A leading multi-family office in Detroit is seeking a Lead Advisor to focus on expanding its ultra-high-net-worth clientele. Candidates should have experience in attracting new clients in this market sector. This role offers a competitive payout with an immediate equity opportunity and extensive support from partners in a robust alternative investment platform. Join a dynamic environment that excels in family governance services and innovative financial solutions.

Qualifications

• Experience sourcing new ultra-high-net-worth clients.

Skills

UHNW client acquisition

Job description

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Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.

Extremely Competitive Payouts- Immediate Equity Opportunity

Highlights

• 10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
• High touch Family office services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
• Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
• Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm excels at family governance issues including next-generation engagement through executive and personal coaching and health and wellness initiatives
• The firm offers extremely competitive payouts with an immediate equity opportunity

Requirements

• Experience sourcing new ultra-high-net-worth clients

Seniority level

Director

Employment type

Full-time

Job function

• Accounting/Auditing, Business Development, and Finance

Industries

• Financial Services, Investment Management, and Banking

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