Senior Portfolio Manager- Succession

Leah Yosef International; Florida; On-site; USD 200,000 - 400,000; Full time

Benefits offered by this job

Excellent benefits

Job summary

Leah Yosef International in Southeast Florida seeks a Senior Wealth Advisor to lead succession planning for a founding partner and manage a book of UHNW clients with 100M+ level relationships. You will drive portfolio construction and client communication with a high degree of autonomy.

The role focuses on servicing domestic and international families with sophisticated investment needs and involves collaborating with a partner-led team within a growing, long-term retention culture and excellent

Qualifications

• Experience with UHNW client relationships and 10M+ level investable assets.
• 7+ years of investment management experience across asset classes.
• Collaborative, team-oriented mindset with strong interpersonal skills.

Responsibilities

• Own and manage a dedicated book of UHNW client relationships.
• Construct and communicate investment portfolios for clients.
• Collaborate with a partner-led team on succession planning and client service.

Skills

UHNW client relationships

Investment management

Team collaboration

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