Senior Wealth Manager - Succession Planning

Leah Yosef International; United States; On-site; USD 270,000 - 330,000; Full time

Job summary

Leah Yosef International seeks a Senior Wealth Manager to serve ultra high net worth families, acting as fiduciary lead and primary relationship manager to tailor investment solutions across public and private markets. The role leverages planning-driven capabilities, including estate and tax planning, trust administration, intergenerational wealth transfer, and risk management for holistic client guidance.

This is a high-impact position with a collaborative team and a compensation package

Qualifications

• 10+ years of relationship management experience with ultra high net worth clientele.
• Fiduciary lead and primary relationship manager for complex UHNW families.
• Ability to explain portfolio strategy clearly to sophisticated clients.

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; explain strategy clearly to clients.
• Coordinate specialists and contribute to relationship growth within a planning-driven culture.
• Work with planning capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, and risk management.

Skills

Relationship management

UHNW clientele

Job description

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ 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