Senior Portfolio Manager- 100M+ Clientele

Leah Yosef International; Miami, Fort Lauderdale (FL, FL); On-site; USD 250,000 - 400,000; Full time

Job summary

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to manage 100M+ level client relationships within a partner-led team, focusing on succession planning for a founding partner and autonomy in portfolio construction.

The role involves serving UHNW families with global investment activities, expanding the firm's UHNW platform, and delivering bespoke investment strategies with a high degree of discretion.

Qualifications

• 10M+ level investable relationships experience.
• 7+ years in investment management across asset classes.
• Collaborative, team-oriented mindset with strong interpersonal skills.

Responsibilities

• Serve as Senior Wealth Advisor to domestic and international UHNW families.
• Own portfolio construction and client communications with autonomy.
• Support succession planning for a founding partner and growth of the client book.

Skills

UHNW client-facing experience

Investment management experience

Interpersonal skills

Job description

Senior Wealth Advisor, 100m+ Level Clientele

Succession Planning, Southeast Florida

Overview

Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.

Highlights

• Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)
• The Firm has achieved 25%+ year over year growth with a minimal marketing presence
• The firm has a strong track record of internal promotion and long-term retention of top talent.
• Collegial, forward-thinking culture with excellent benefits

Requirements

• Ultra high net worth client-facing experience with 10M+ level clientele
• 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
• Collaborative, team-oriented mindset with excellent interpersonal skills