Managing Director, UHNW Advisor

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

Job summary

Leah Yosef International seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base, where the average client has 50M+ investable assets.

The role will lead and manage relationships with ultra-high-net-worth individuals and families, including family offices and foundations, within a NY metro focus, and offers significant guaranteed compensation with potential equity upside.

Qualifications

• Over 15 years of wealth management experience with ultra-high-net-worth clients.
• Proven ability to lead client relationships and grow assets.

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/tax planning advisory.
• Collaborate within a growth-focused culture with strong support and leadership paths.
• Opportunity for increased leadership roles and eventual equity-partner profit sharing.
• Equity opportunity within a highly profitable wealth-management firm.

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