UHNW Advisory MD — Wealth Growth & Succession Leader

Leah Yosef International; Los Angeles (CA); On-site; USD 720,000 - 880,000; Full time

Job summary

Leah Yosef International in Los Angeles seeks a Managing Director to advance succession planning for ultra‑high‑net‑worth client families. You will lead and manage relationships with UHNW individuals and family offices, guiding bespoke investment solutions across asset classes and integrated planning.

This role offers a long‑term succession path within a high‑performing wealth management firm, with a collaborative culture, explicit leadership opportunities, and a compensation model featuring

Qualifications

• 15+ years of wealth management experience with ultra high net worth clientele.

Responsibilities

• Lead and manage relationships with ultra-high net worth individuals and families.
• Inherit UHNW relationships as part of long-term succession planning.
• Provide bespoke investment solutions across asset classes, estate and tax planning, trust administration, wealth transfer, and risk management.
• Collaborative, forward-thinking culture with growth and strong management.
• Pathways to increased leadership roles within the firm.
• Offer significant guaranteed compensation ($800,000+) with transition to equity-based profit sharing.
• Significant equity opportunity in a profitable wealth management firm.

Skills

UHNW relationships

Wealth management

Client relationship management

Job description

Leah Yosef International in Los Angeles seeks a Managing Director to advance succession planning for ultra‑high‑net‑worth client families. You will lead and manage relationships with UHNW individuals and family offices, guiding bespoke investment solutions across asset classes and integrated planning.

This role offers a long‑term succession path within a high‑performing wealth management firm, with a collaborative culture, explicit leadership opportunities, and a compensation model featuring