UHNW Wealth Manager — Lead AUM Growth & Complex Planning

Leah Yosef International; Michigan; On-site; USD 180,000 - 220,000; Full time

Job summary

A leading national RIA firm is seeking a Senior Wealth Manager to enhance their operations in Michigan. The ideal candidate will lead the growth of a $1.5B AUM region by advising ultra high net worth clients on comprehensive wealth management services. This position offers a compensation package exceeding $200,000 and the opportunity for partnership. The role requires sourcing leads from custodial networks and providing services in financial planning, estate planning, and asset management.

Qualifications

• Strong knowledge in tax and estate planning.
• Experience with ultra high net worth clientele.
• Proven track record in sourcing leads.

Responsibilities

• Lead the continued buildout of the AUM region.
• Advise clients on comprehensive wealth management.
• Source and close leads from custodial referral networks.

Skills

Wealth management expertise

Client relationship management

Financial planning

Job description

A leading national RIA firm is seeking a Senior Wealth Manager to enhance their operations in Michigan. The ideal candidate will lead the growth of a $1.5B AUM region by advising ultra high net worth clients on comprehensive wealth management services. This position offers a compensation package exceeding $200,000 and the opportunity for partnership. The role requires sourcing leads from custodial networks and providing services in financial planning, estate planning, and asset management.