Managing Director, Western US | UHNW Wealth Management

Oscar; California; Sur place; USD 350 000 - 650 000; Plein temps

Résumé du poste

Oscar, in partnership with a high-growth international wealth platform, is seeking a Managing Director to lead its Western United States expansion. This is not a traditional private banking role; you will build a market, originate relationships and create a lasting UHNW client franchise within a global platform.

You will originate and develop UHNW client relationships, build a sustainable Western US franchise across Los Angeles, San Francisco and Seattle, and shape the firm’s presence across the

Qualifications

• Significant private wealth experience in private banking, wealth management, family office, or similar UHNW environments.
• Proven UHNW origination track record with personal client growth.
• Strong commercial capability to identify opportunities, build networks and convert relationships.
• Sophisticated wealth-management knowledge across investment management and structuring.
• International / cross-border experience across multiple jurisdictions; US-Asia exposure is relevant.
• Entrepreneurial mindset with a drive to build opportunities and markets.
• Credibility with UHNW clients at senior levels across a range of families and executives.
• Long-term mindset with a patient ramp and durable business development.

Responsabilités

• Originating and developing UHNW client relationships.
• Building a sustainable Western US client franchise.
• Developing relationships with founders, entrepreneurs, executives and internationally connected families.
• Identifying opportunities within the US-Asia wealth corridor.
• Building a network of introducers and referral relationships.
• Advising on investment management, wealth structuring and multi-jurisdictional requirements.
• Leveraging international/offshore capabilities for differentiated solutions.
• Collaborating with investment, planning and product teams for an integrated client experience.
• Defining market strategy and commercial direction of the Western US business.
• Building a regional team over time.

Connaissances

UHNW origination

Private wealth experience

Commercial capability

International / cross-border

Entrepreneurial mindset

Long-term mindset

Credibility with UHNW clients

Building networks

Description du poste

We are partnering with a high-growth, international wealth management platform to appoint a Managing Director to lead its expansion across the Western United States.

This is not a traditional private banking role where you inherit a portfolio and spend your time servicing an existing book.

It is an opportunity to build a market, originate relationships and create a lasting UHNW client franchise within a global platform.

About the business

Our client works with ultra-high-net-worth individuals, families, entrepreneurs and executives to help them manage, protect and grow their wealth.

What makes the platform particularly differentiated is its ability to support clients whose financial lives extend beyond a single country or traditional investment portfolio.

Think globally connected families, founders with international businesses, executives with assets across jurisdictions and first-generation wealth creators whose children and families are increasingly living around the world.

The platform brings together investment management, wealth structuring and broader planning capabilities, supported by international and cross-border infrastructure.

The opportunity

We are looking for a senior wealth professional to build and lead the Western US business.

The initial focus will be on key markets including Los Angeles, San Francisco and Seattle, with significant opportunity to shape the firm's presence across the broader West Coast.

You will be responsible for:

• Originating and developing UHNW client relationships
• Building a sustainable client franchise across the Western US
• Developing relationships with founders, entrepreneurs, technology executives, business owners and internationally connected families
• Identifying and developing opportunities within the US-Asia wealth corridor
• Building a strong network of professional introducers and strategic referral relationships
• Advising clients across investment management, wealth structuring and complex multi-jurisdictional requirements
• Leveraging the firm's international and offshore capabilities to deliver solutions that traditional domestic wealth platforms may not be able to provide
• Working closely with investment, planning and product specialists to deliver a genuinely integrated client experience
• Helping define the market strategy and commercial direction of the Western US business
• Building a team and broader regional infrastructure over time.

The person we're looking for

This is a role for someone who already knows how to win UHNW clients and is excited by the opportunity to build something bigger.

Must-haves

• Significant private wealth experience You will have substantial experience in private banking, wealth management, family office or another sophisticated UHNW client environment.
• Proven UHNW origination track record You must be able to demonstrate that you have personally originated and grown meaningful UHNW relationships. This is a business-development role, not purely a relationship-management position.
• Strong commercial capability You know how to identify opportunities, build a network, develop relationships and convert those relationships into a sustainable client franchise.
• Sophisticated wealth-management knowledge You will have a strong understanding of investment management, wealth structuring and fiduciary advisory, and be comfortable discussing complex client requirements.
• International / cross-border experience Experience working with clients whose wealth, businesses, families or assets span multiple jurisdictions is important. US-Asia experience would be particularly relevant.
• Entrepreneurial mindset You are comfortable building rather than waiting for an established machine to hand you opportunities. You enjoy creating relationships, opening doors and developing a market.
• Credibility with UHNW clients You can sit across the table from sophisticated families, founders, executives and professional advisers and hold your own.
• Long-term mindset This is a build. The firm is taking a patient, long-term approach, with an anticipated 18-24 month ramp. We are looking for someone who is motivated by building a durable business rather than chasing short-term wins.

What will make you successful?

You don't need to be someone who has spent their entire career in one traditional private bank.

In fact, we are particularly interested in people who have entrepreneurial energy, a strong personal network and a genuine appetite to build.

You might come from:

• Private banking
• UHNW wealth management
• Multi-family office
• Independent wealth managementInvestment management with a strong client-origination component
• A sophisticated advisory environment serving entrepreneurs, founders or internationally connected families

What matters most is what you have built, who you know, your ability to win sophisticated clients, and your appetite to build again.

The role requires someone collaborative and high-integrity who can operate effectively across investment, planning and product teams without the politics or bureaucracy of a traditional institutional environment.

Why this opportunity?

Because you won't simply be joining a business.

You'll be helping build one.

You will have the opportunity to:

• Shape the firm's Western US strategy
• Build a meaningful UHNW client franchise
• Leverage a genuinely international wealth platform
• Work with globally connected families and entrepreneurs
• Bring cross-border capabilities into conversations where they can create real differentiation
• Develop a regional team over time
• Have meaningful influence over the growth of the business
• Participate in the long-term success of the platform.

Location

Los Angeles | San Francisco | Seattle

The role will have a strong Western US mandate, with flexibility around the specific market for the right individual.

All enquiries will be treated confidentially.