Senior Wealth Manager- Single Family Office

Leah Yosef International; Detroit (MI); On-site; USD 180,000 - 320,000; Full time

Job summary

A prestigious financial services firm in Detroit seeks a Senior Wealth Manager to oversee wealth management, investment, and lifestyle services for ultra high net worth families. The ideal candidate has over 10 years of wealth management experience, including experience with clients holding significant investable assets. This full-time role promises collaborative support and high integrity in a dynamic environment.

Qualifications

• 10+ years of wealth management experience, including lead advisor experience with ultra high net worth clientele.
• Experience managing 25M+ investable assets and 50M+ net worth.

Responsibilities

• Oversee wealth management, investment advisory, and lifestyle management services for ultra high net worth families.
• Serve as a trusted advisor across investment, estate, tax, and philanthropic matters.
• Act as the central communication point between in-house teams and external professionals.
• Identify opportunities to enhance efficiency and client experience.

Skills

Wealth management

UHNW clients

Job description

Senior Wealth Manager - Single Family Office

4 days ago Be among the first 25 applicants

A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families.

Highlights

• Oversee the full suite of wealth management, investment advisory, and lifestyle management services for several 100M+ level households, providing high-touch day-to-day support on all aspects of personal and business wealth.
• Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.
• Serve as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services.
• Promote operational excellence by identifying opportunities to enhance efficiency and client experience.

Requirements

• 10+ years of wealth management experience, inclusive of lead advisor experience with ultra high net worth clientele (25M+ level investable assets, 50M+ level net worth).

Seniority Level

Mid-Senior level

Employment type

Full-time

Job function

Finance, Business Development, and Accounting/Auditing

Industries

Investment Management, Financial Services, and Banking