UHNW Wealth Advisor

Leah Yosef International; New York (NY); On-site; USD 225,000 - 275,000; Full time

Benefits offered by this job

Revenue participation

Job summary

Leah Yosef International, a fast-growing Multi-Family Office in New York, seeks a Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

You will partner directly with the founder and the firm's members to manage all aspects of ultra-high net worth client relationships, delivering comprehensive tax planning, estate planning, and wealth strategy while collaborating with external

Responsibilities

• Manage all aspects of ultra-high net worth client relationships in collaboration with founder and ensemble practice
• Deliver comprehensive tax planning, estate planning, and wealth strategy for UHNW clients
• 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 client-first focus, prioritizing satisfaction and retention for long-term relationships

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