UHNW Wealth Advisor

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

Job summary

Leah Yosef International in New York seeks an experienced Ultra High Net Worth Relationship Manager to oversee a select 20M+ clientele and lead complex wealth transfer and tax mitigation strategies. You will work directly with the founder and a senior team to deliver integrated wealth planning, investment coordination, and personalized client service.

The role emphasizes close collaboration with external advisers and internal specialists to optimize outcomes for UHNW families, while maintaining

Qualifications

• Experience serving ultra high net worth clients and developing tailored wealth strategies.
• Strong knowledge of tax mitigation, estate planning, and succession considerations.
• Ability to coordinate with external professionals and internal teams for holistic planning.

Responsibilities

• Manage all aspects of ultra-high net worth client relationships in partnership with founder and ensemble team.
• Deliver comprehensive tax planning, estate planning, and overall wealth strategy.
• Collaborate with estate planning attorneys, accountants, and other tax professionals.
• Coordinate with internal investment and operations teams to provide integrated planning and client service.
• Maintain a client-first approach, prioritizing satisfaction and retention.

Skills

UHNW Relationships

Tax Planning

Estate Planning

Wealth Management

Client Servicing

Cross-Functional Collaboration

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