Managing Director, UHNW Wealth — Equity & Growth

Leah Yosef International; United States; On-site; USD 360,000 - 440,000; Full time

Job summary

A prestigious multi-family office in the United States is seeking a Managing Director to enhance succession planning for ultra-high net worth clients. The successful candidate will manage and inherit existing client relationships while providing tailored investment solutions. The position offers lucrative compensation exceeding $400,000 and significant equity opportunities, supporting leadership growth in a well-structured environment.

Qualifications

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

Responsibilities

• Lead and manage relationships with ultra-high net worth individuals and families.
• Inherit ultra-high net worth relationships as part of long term succession planning.
• Provide bespoke investment solutions across various asset classes.
• Advise on estate and tax planning, trust administration, and wealth transfer.
• Work in a collaborative and forward-thinking culture.

Skills

Wealth management experience

Client relationship management

Job description

A prestigious multi-family office in the United States is seeking a Managing Director to enhance succession planning for ultra-high net worth clients. The successful candidate will manage and inherit existing client relationships while providing tailored investment solutions. The position offers lucrative compensation exceeding $400,000 and significant equity opportunities, supporting leadership growth in a well-structured environment.