Managing Director - Senior Portfolio Manager

Leah Yosef International; Fort Lauderdale (FL); Vor Ort; USD 180.000 - 300.000; Vollzeit

Benefits dieser Stelle

Competitive benefits

Partner-led culture

Zusammenfassung

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to join a founder-led, succession-planning team. Manage UHNW client relationships (100M+ level) with autonomy, overseeing portfolio construction and ongoing client communication for domestic and international families.

This role offers the opportunity to own a dedicated book, contribute to double-digit growth, and be part of a collaborative, career-long retention culture with strong benefits.

Qualifikationen

• UHNW client-facing experience with 10M+ level clientele.
• 7+ years of investment management experience with deep knowledge across asset classes.
• Collaborative, team-oriented mindset with excellent interpersonal skills.

Kenntnisse

UHNW client-facing

Investment management

Team collaboration

Jobbeschreibung

Senior Wealth Advisor, 100m+ Level Clientele

Succession Planning, Southeast Florida

Overview

Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.

Highlights

• Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)
• The Firm has achieved 25%+ year over year growth with a minimal marketing presence
• The firm has a strong track record of internal promotion and long‑term retention of top talent.
• Collegial, forward‑thinking culture with excellent benefits

Requirements

• Ultra high net worth client‑facing experience with 10M+ level clientele
• 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
• Collaborative, team‑oriented mindset with excellent interpersonal skills