Managing Director, UHNW Advisor

Leah Yosef International; Los Angeles (CA); On-site; USD 720,000 - 880,000; Full time

Job summary

Leah Yosef International in Los Angeles seeks a Managing Director to advance succession planning for ultra‑high‑net‑worth client families. You will lead and manage relationships with UHNW individuals and family offices, guiding bespoke investment solutions across asset classes and integrated planning.

This role offers a long‑term succession path within a high‑performing wealth management firm, with a collaborative culture, explicit leadership opportunities, and a compensation model featuring

Qualifications

• 15+ years of wealth management experience with ultra high net worth clientele.

Responsibilities

• Lead and manage relationships with ultra-high net worth individuals and families.
• Inherit UHNW relationships as part of long-term succession planning.
• Provide bespoke investment solutions across asset classes, estate and tax planning, trust administration, wealth transfer, and risk management.
• Collaborative, forward-thinking culture with growth and strong management.
• Pathways to increased leadership roles within the firm.
• Offer significant guaranteed compensation ($800,000+) with transition to equity-based profit sharing.
• Significant equity opportunity in a profitable wealth management firm.

Skills

UHNW relationships

Wealth management

Client relationship management

Job description

Independent Multi-Billion AUM Multi-Family Office seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base (Average Client 50M+ investable assets).

• Lead and manage relationships with ultra-high net worth individuals and families as well as their family offices and foundations.
• Inherit ultra-high net worth relationships as part of the long term succession planning of the Firm. (NY Metro Only)
• The Firm provides bespoke investment solutions across almost every asset class, in a planning driven culture, advising on estate and tax planning, trust administration, wealth transfer, business succession planning, bill pay, philanthropic advisory and risk management.
• Collaborative and forward thinking culture with an impressive track record of growth, a robust support structure and professional management.
• Opportunities for increased and key leadership roles at the firm over time.
• Ability to offer significant guaranteed compensation ($800,000+) while transitioning to an equity partner level profit share compensation plan over time.
• Significant equity opportunity in a non-private equity backed, highly profitable Wealth Management Firm.

Requirements

• 15+ years of wealth management experience, leading client relationships with ultra high net worth clientele