Managing Director, UHNW Advisor

Leah Yosef International; New York (NY); On-site; USD 800,000 - 1,200,000; Full time

Job summary

Independent Multi-Billion AUM Multi-Family Office is seeking a Managing Director to drive succession planning and grow our ultra-high-net-worth client base in the New York area. The role focuses on serving UHNW individuals and their family offices, offering bespoke investment solutions and comprehensive wealth planning services.

Ideal candidates bring 15+ years in wealth management leading UHNW relationships, with a track record of growth, collaboration, and professional leadership.

Qualifications

• 15+ years 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 and estate planning guidance.
• Collaborate with family offices, foundations and internal teams to drive growth.

Skills

UHNW relationships

Leadership

Wealth 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