Senior UHNW Succession Planning Wealth Manager

Leah Yosef International; Mundelein (IL); On-site; USD 270,000 - 330,000; Full time

Job summary

Leah Yosef International, a Southern California multi-family office, seeks a Senior Wealth Manager to serve ultra high net worth families on next-generation succession planning and complex fiduciary relationships. The role focuses on asset allocation, portfolio construction, and coordinating estate and tax planning, trust administration, and philanthropic advisory.

A highly collaborative, planning-driven culture supports growth and sophisticated client service.

Qualifications

• 10+ years of relationship management experience with ultra high net worth clientele.

Responsibilities

• Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
• Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
• Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
• Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth

Skills

Relationship management

Asset allocation

Portfolio construction

Client communications

Tools

Estate planning

Tax planning

Job description

Leah Yosef International, a Southern California multi-family office, seeks a Senior Wealth Manager to serve ultra high net worth families on next-generation succession planning and complex fiduciary relationships. The role focuses on asset allocation, portfolio construction, and coordinating estate and tax planning, trust administration, and philanthropic advisory.

A highly collaborative, planning-driven culture supports growth and sophisticated client service.