UHNW Wealth Advisor

Leah Yosef International; New York (NY); On-site; USD 250,000 - 300,000; Full time

Benefits offered by this job

First-year cash compensation $250,000+

Revenue participation

Job summary

Leah Yosef International is seeking an Ultra High Net Worth Relationship Manager to serve 20M+ level clientele, focusing on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

The role partners with the founder and firm members to manage relationships, deliver tax and estate planning, collaborate with external advisors, and coordinate integrated investment planning.

Qualifications

• Experience managing ultra-high-net-worth client relationships.
• Ability to develop complex wealth-transfer strategies.
• Proven collaboration with external professionals (attorneys, accountants).

Responsibilities

• Manage all aspects of ultra-high net worth client relationships.
• Deliver comprehensive tax planning and estate planning.
• Collaborate with external advisors (estate planning attorneys, accountants, tax professionals).
• Coordinate with internal investment and operations teams for integrated planning.
• Maintain a client-first focus, ensuring satisfaction and retention.

Skills

Relationship management

UHNW wealth planning

Tax planning

Estate planning

Collaboration with external advisors

Integrated investment planning

Job description

Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth

Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

Key Responsibilities

• This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships
• Deliver comprehensive tax planning, estate planning, and overall wealth strategy
• Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals
• Partner with internal investment and operations teams to deliver integrated investment planning and client service
• Maintain a strong client-first focus, emphasizing client satisfaction and retention

Firm Highlights

• Fast-growing, collegial culture with strong operational, investment, and planning support
• Growth-oriented environment encouraging continued development of skills and credentials
• $250,000+ first year cash compensation
• Long-term opportunity for revenue participation