Senior Wealth Manager - Succession Planning

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

Job summary

Leah Yosef International is seeking a Senior Wealth Manager in Charlottesville to serve as fiduciary lead for ultra-high-net-worth families and manage complex client relationships. You will advise on asset allocation and portfolio construction across public and private markets, and coordinate planning services.

The role emphasizes a planning-driven culture with estate, tax planning, trust administration, intergenerational wealth transfer, and risk management, collaborating with specialists to

Qualifications

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

Responsibilities

• Serve as 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

UHNW client handling

Job description

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (100M+ level clientele).

Highlights

• 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
• $300,000+ compensation package

Requirements

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