Managing Director, Private Wealth Management

Wiseman Family Office; New York (NY); Presencial; USD 900.000 - 1.500.000; Jornada completa

Descripción de la vacante

Wiseman Family Office is conducting a confidential executive search for a Managing Director to join its leadership team in the New York metropolitan area. The role focuses on managing ultra-high-net-worth client relationships and driving growth, with a path toward ownership and partnership.

The position offers a bespoke compensation package, including guaranteed compensation, revenue participation, and potential equity ownership, with opportunities across major US wealth markets.

Formación

• 15+ years of experience in private wealth management or related field.
• Lead adviser/relationship manager for UHNW clients.
• Strong track record of originating, growing and retaining client relationships.
• Network of UHNW families with a credible, commercial book of business.
• Regulatory compliance awareness and clean record.

Responsabilidades

• Lead and manage relationships with ultra-high-net-worth individuals, families, family offices, and foundations.
• Provide comprehensive wealth management advice for complex financial needs.
• Originate and expand the client base through established networks and referrals.
• Collaborate with investment, estate planning, tax, and trust professionals to deliver sophisticated solutions.
• Participate in succession planning and transition of client relationships as part of leadership development.
• Contribute to strategic growth and future leadership of the firm.

Conocimientos

Relationship management

Business development

Leadership

Regulatory/compliance

Networking

Educación

CFP

CFA

CPA

JD

Descripción del empleo

Location: United States | New York preferred, other major US wealth management markets considered

Compensation: Competitive base salary, with additional guaranteed compensation, revenue participation and potential equity ownership. Bespoke packages, including seven-figure guaranteed compensation, may be considered for exceptional candidates.

The Opportunity

Wiseman FO is conducting a confidential executive search on behalf of a highly successful, independently owned, multi-billion-dollar multi-family office seeking an accomplished Managing Director to become part of its next generation of leadership.

The firm serves ultra-high-net-worth individuals and multigenerational families, with an average client relationship of approximately $80 million in investable assets. It provides sophisticated investment management, estate and tax planning coordination, wealth transfer, business succession planning and comprehensive family office services.

This is an exceptional opportunity for an established private wealth professional who has already built a successful career and is seeking a meaningful step towards ownership and leadership.

With a long-term succession strategy underway, the firm is identifying individuals who can contribute to its continued growth, develop and manage substantial client relationships and ultimately help shape the future of the organisation.

This is not simply an opportunity to move an existing book of business in exchange for a higher payout. The firm is seeking accomplished advisers with the commercial credibility, relationships and ambition to become long-term leaders and potential equity partners.

Key Responsibilities

• Lead and manage relationships with ultra-high-net-worth individuals, families, family offices and foundations.
• Provide comprehensive wealth management advice to clients with complex financial and investment requirements.
• Originate, develop and retain significant client relationships through established networks, referrals and business development.
• Expand the firm's client base and recurring revenue while maintaining exceptional levels of client service.
• Collaborate with investment, estate planning, tax, trust and other specialist professionals to deliver sophisticated wealth management solutions.
• Participate in the transition and management of existing client relationships as part of the firm's succession strategy.
• Contribute to the organisation's strategic growth and the development of its next generation of leadership.
• Potentially assume broader management responsibilities and participate in partner-level decision-making over time.

Candidate Requirements

• 15+ years of experience in private wealth management, private banking, multi-family office advisory or a closely related field.
• A successful track record as the lead adviser or primary relationship manager for ultra-high-net-worth individuals and families.
• Demonstrable experience serving families with at least $30 million in investable assets per household, typically generating $150,000 or more in annual recurring revenue per relationship.
• A proven history of personally originating, growing and retaining substantial client relationships.
• An established network of ultra-high-net-worth families and a meaningful, commercially successful book of business.
• Strong relationships with clients who could potentially transition to a new firm, subject to client choice and applicable restrictions.
• Comprehensive knowledge of investment management, financial planning, wealth transfer and relevant estate and tax planning considerations.
• Excellent interpersonal skills, commercial judgement and the ability to build lasting relationships with sophisticated clients.
• A strong professional reputation, proven commercial success and the ambition to progress into senior leadership.
• A satisfactory regulatory and compliance record, including a clean FINRA Form U4 where applicable.

Client Relationships & Portable Business

A demonstrated ability to originate and grow substantial client relationships is essential.

Candidates with $1 million or more in potentially portable annual recurring client revenue will be particularly attractive.

We are interested in exceptional individuals with fewer, substantial client relationships, credible potential for the business to transition over time, and a proven ability to generate meaningful commercial value.

The emphasis is on the quality and depth of relationships, a successful business development track record and long-term leadership potential rather than simply the size of an existing book.

Candidates whose current contractual arrangements may affect the immediate transition of client relationships will still be considered on their individual merits.

Preferred Qualifications

• Experience as a Managing Director, Senior Private Wealth Adviser, Partner or equivalent within an established private bank, independent RIA, wealth management firm or multi-family office.
• A stable and successful career history with evidence of long-term client retention.
• Experience leading, mentoring or managing wealth management professionals.
• Professional qualifications such as CFP, CFA, CPA or JD.
• Experience advising business owners, entrepreneurs and multigenerational families.
• Strong professional relationships within a major US wealth management market.

Compensation, Equity & Long-Term Opportunity

Exceptionally competitive and flexible compensation structure tailored to the experience, commercial contribution and long-term potential of the successful individual.

Rather than adopting a rigid compensation model, the organisation is prepared to consider bespoke arrangements for outstanding candidates, including those already earning substantial remuneration.

The opportunity offers:

• Significant guaranteed compensation, structured around the individual.
• Attractive ongoing revenue participation on qualifying client relationships.
• Potential enhanced economics associated with successfully transitioned business.
• Opportunities to inherit established ultra-high-net-worth client relationships, particularly within the New York metropolitan area.
• A potential pathway to genuine equity ownership and partner-level profit participation.
• The opportunity to become part of the organisation's future leadership team.

The organisation is highly profitable, independently owned and committed to maintaining its independence.

For the right individual, this represents an opportunity to combine substantial earning potential with a meaningful long-term role in the ownership and leadership of an established wealth management business.

Location

The New York metropolitan area, including relevant Connecticut and New Jersey locations, is particularly attractive given the firm's existing presence and succession plans.

Exceptional candidates in other major US wealth management markets, particularly Florida, Texas and California, will also be considered. Other established markets, including Chicago and Boston, may be suitable.

Candidates outside New York will be assessed individually based on their client relationships, commercial opportunity and suitability for the firm's long-term plans.

Confidentiality

This is a confidential executive search conducted by Wiseman FO.

The identity of the hiring organisation will be disclosed to suitably qualified candidates following the appropriate client approval process.

We welcome confidential applications from established private wealth professionals who have built successful careers advising ultra-high-net-worth families and are seeking a genuine opportunity to progress towards senior leadership and potential ownership.