Managing Director, UHNW Advisor

Leah Yosef International; San Francisco (CA); Sur place; USD 800 000 - 1 100 000; Plein temps

Résumé du poste

Leah Yosef International seeks a Managing Director to lead next generation succession planning and grow a base of ultra-high-net-worth clients. The role centers on serving UHNW families and family offices while guiding bespoke investment and estate planning solutions.

With a collaborative, growth-driven culture, the firm offers significant guaranteed compensation ($800,000+) and long-term equity partnership potential in a profitable wealth management environment based in San Francisco.

Qualifications

• 15+ years of wealth management experience with UHNW clients.

Responsabilités

• 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.

Connaissances

Relationship management

Description du poste

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