Relationship Manager- UHNW

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Job summary

Leah Yosef International is seeking an Ultra High Net Worth Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

The role partners directly with the founder to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external advisors and internal teams.

Qualifications

• UHNW wealth management experience is preferred.
• Strong tax and estate planning knowledge.
• Ability to collaborate with external professionals and internal teams.
• Client-focused with a track record of growth in relationships.

Responsibilities

• Manage all aspects of ultra-high net worth client relationships.
• Deliver comprehensive tax planning, estate planning, and wealth strategy.
• Collaborate with external advisors including estate planning attorneys, accountants, and tax professionals.
• Partner with internal investment and operations teams to deliver integrated investment planning and client service.
• Maintain a strong client-first focus, emphasizing client satisfaction and retention.

Skills

Relationship management

Wealth planning

Tax planning

Estate planning

Job description

Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth

Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

Key Responsibilities

• This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships
• Deliver comprehensive tax planning, estate planning, and overall wealth strategy
• Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals
• Partner with internal investment and operations teams to deliver integrated investment planning and client service
• Maintain a strong client-first focus, emphasizing client satisfaction and retention

Firm Highlights

• Fast-growing, collegial culture with strong operational, investment, and planning support
• Growth-oriented environment encouraging continued development of skills and credentials
• $250,000+ first year cash compensation
• Long-term opportunity for revenue participation