UHNW Wealth MD — Succession, Growth & Equity Path

Leah Yosef International; Los Angeles (CA); On-site; USD 800,000 - 1,200,000; Full time

Job summary

Leah Yosef International in Los Angeles seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing ultra-high net worth client families. Lead relationships, inherit key UHNW clients for long-term succession, and provide bespoke investment and wealth planning solutions across asset classes in a planning-driven culture.

The role offers significant guaranteed compensation early on ($800,000+) with an eventual equity-partner profit share.

Qualifications

• 15+ years of wealth management experience, leading client relationships with ultra high net worth clientele

Responsibilities

• Lead and manage relationships with ultra-high net worth individuals and families.
• Inherit ultra-high net worth relationships as part of the long term succession planning of the Firm.
• Provide bespoke investment solutions across almost every asset class, in a planning driven culture, advising on wealth transfer and risk management.
• Collaborative and forward thinking culture with an impressive track record of growth and professional management.

Skills

Wealth management

UHNW relationships

Client leadership

Job description

Leah Yosef International in Los Angeles seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing ultra-high net worth client families. Lead relationships, inherit key UHNW clients for long-term succession, and provide bespoke investment and wealth planning solutions across asset classes in a planning-driven culture.

The role offers significant guaranteed compensation early on ($800,000+) with an eventual equity-partner profit share.