Market Leader, Managing Director

Leah Yosef International; Miami (FL); On-site; USD 200,000 - 220,000; Full time

Job summary

A leading national investment advisory firm seeks a Market Leader to manage and mentor a team of Wealth Advisors while driving regional growth. The successful candidate will have a strong track record in client-centric leadership, culminating in a substantial compensation package, including potential equity ownership.

Benefits

Significant base salary

Performance and profit-based bonuses

Business development incentives

Opportunity for equity ownership

Qualifications

• Track record of successful leadership to Wealth Advisors.
• Experience in a client-centric, growth-minded culture.

Responsibilities

• Manage a team of Wealth Advisors and Financial Planners.
• Lead regional growth through collaboration with sales professionals.
• Serve as a Lead Wealth Advisor for ultra high net worth clients.

Skills

Client Centricity

Leadership

Entrepreneurial Mindset

Job description

1 day ago Be among the first 25 applicants

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team of Wealth Advisors while leading the continued buildout of the region through organic growth.

The Opportunity

• Manage a team of Wealth Advisors, Financial Planners and CSA’s to provide best in class service to high net worth and ultra high net worth clientele
• Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Help identify and lead the cultural integration of acquired wealth management practices
• Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives
• Opportunity for equity ownership

Requirements

• Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing, Business Development, and Finance

• Industries

  Financial Services, Investment Management, and Banking

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