Senior Wealth Manager - Succession Planning
$300kLeah Yosef International
Senior Wealth Manager
Multi Family Office
Charlottesville, VA
Overview
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (100M+ level clientele).
Highlights
- Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
- Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
- Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
- Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
- $300,000+ compensation package
Requirements
- 10+ years of relationship management experience with ultra-high-net-worth clientele
2086
Vacancy posted 7 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Manager - Succession Planning in Charlottesville, VA vacancy
- ...Job Description Job Description | Asset Manager About Us East Point Energy... ...and operations, while also ensuring the successful delivery of operational projects. This role... ...facilities Manage the operations process, planning, control, and performance improvement...SuggestedFull timeTemporary workFor contractorsWork at officeRemote work
East Point Energy
Charlottesville, VA28 days ago $300k
...compassion. Now, we need YOU to help us take it nationwide by 2030. We want dynamic, driven individuals who thrive on challenge and success. If you’ve got the hunger to grow, the energy to hustle, and the desire to lead, this is the place for you! Position: Home...SuggestedFull timeFlexible hoursHome Genius Exteriors
Charlottesville, VA1 day ago$90k - $140k
...DescriptionTimmons Group is seeking a Civil Project Manager - Traffic Analysis and Planning candidate to join our Traffic... ...Duties and Responsibilities of a successful candidate include but are not... ...: EngineeringExperience level: Mid-Senior LevelIndustry: Civil EngineeringSuggestedWork at officeLocal areaFlexible hoursTimmons Group
Charlottesville, VA2 days ago$31.68 - $34.23 per hour
At Colliers it’s not our success that sets us apart, it’s how we achieve... ...can provide you with a wealth of opportunities to learn about... ...do. As an Assistant Property Manager, you will be involved in various... ...lease obligations. You support senior management by preparing regular...SuggestedHourly payFull timeFor contractorsWork at officeLocal areaVisa sponsorshipWork visa$77.5k - $176k
...Program Manager, SeniorThe Opportunity:Design, implement, and maintain organizational programs in support of corporate strategy. Apply advanced theories, principles and concepts. Contribute to development of new principles and concepts. Lead development of solutions to...SeniorFull timeContract workPart timeLocal areaRemote workBooz Allen Hamilton
Charlottesville, VA3 days ago$77.5k - $176k
Program Manager, Senior The Opportunity: Design, implement, and maintain organizational programs in support of corporate strategy. Apply advanced theories, principles and concepts. Contribute to development of new principles and concepts. Lead development of solutions to...SeniorFull timeContract workPart timeLocal areaRemote work- As an Senior Electrical Project Engineer in our Charlottesville office, you will help us... ...solutions. Expertise of our most successful Senior Electrical Project Engineer: BSEE... ...skills. Excellent organization and time management skills. Quick technical comprehension and...SeniorWork at office
- ...employees is the key to everyone's success. To that end, we provide... ....A substantial retirement plan with no vesting schedule.Career... ...and engaged.Description:The senior CRRT special security Technician... ...material related policy and management recommendations and reports...SeniorContract workFor contractors
Navstar
Charlottesville, VA5 days ago - ...applicants for a Staff Biostatistician or Senior Biostatistician position.... ...Biostatisticians are responsible for planning and conducting data management, designing and performing reproducible... ...contributing to writing teams. The successful candidate will primarily support...SeniorInterim role
University of Virginia
Charlottesville, VA5 days ago - ...Advancement Communications team as the Senior Communications Strategist.... ...expectations of strategic planning, execution and measurement in... ...duties as assigned. The successful candidate will excel in the following... ...equally well. Comfortable managing both longer-term editorial...SeniorLocal areaImmediate start
UVA External Relations
Charlottesville, VA3 days ago - ...Prescient Edge is seeking a Senior Intelligence Planner to support... ...is the key to everyone's success. To that end, we provide employees... ...A substantial retirement plan with no vesting schedule.... ...deliberate planning, crisis management, and time sensitive planning...SeniorContract work
Prescient Edge
Charlottesville, VA5 days ago - ...Hearing Center Manager Responsible for overseeing employees and directing operations of... ...guidelines and reviews opportunities and successes with apprentices each week. Observes employee... ...records. Develops and implements plans for merchandising, productivity,...SeniorFull timeApprenticeshipWork at office
$90k - $160k
Job DescriptionTimmons Group is seeking a Civil Project Manager/Senior Project Manager - Transportation Groupcandidateto join our Transportation... ...office location.Essential Duties and Responsibilities of a successful candidate include but are not limited to:The Project Manager...SeniorWork experience placementWork at officeLocal areaFlexible hoursTimmons Group
Charlottesville, VA2 days ago- ...School of Medicine, seeks applications for a Senior Scientist to support research activities... ...and research.Job Responsibilities: The successful candidate will be responsible for... ...Preferred Qualifications: Five or more years managing a clinical research program and will...Senior
University of Virginia
Charlottesville, VA1 day ago $65k - $80k
...Charlottesville, VA. As a Senior/General Accountant at Commonwealth... ...This role is responsible for managing Accounts Receivable, Accounts... ...~401(k) retirement savings plan ~ Paid time off ~ Employee... ...Passionate, Have Fun, and Celebrate Success We Speak Up! It’s Our...SeniorFull timeTemporary workHome officeCommonwealth Senior Living
Charlottesville, VA7 hours ago$60k - $135k
...Clearance Responsibilities: Manage project and contract operations... ...facilitate coordination and successful program execution. Manage project... ...contract budgets, operating plans, resource requirements, and... ...to Military Commanders, Senior Government Officials (GG‑15 and...Contract workLocal areaCore One
Charlottesville, VA8 hours ago- ...The Heavy Civil Senior Project Manager is responsible for the administrative, technical, and operational management of heavy highway and civil... ...maintaining strong relationships with all stakeholders. Successful candidates will bring a passion for construction, strong leadership...SeniorContract workFor contractorsFor subcontractorLocal area
Curtis Contracting
Charlottesville, VA1 day ago - ...Prescient Edge is seeking a Senior All Source Analyst to support... ...is the key to everyone's success. To that end, we provide employees... ...A substantial retirement plan with no vesting schedule.... ...analytic operations and knowledge management issues across organizational...SeniorContract workWorldwide
Prescient Edge
Charlottesville, VA2 days ago $90k - $140k
...DescriptionTimmons Group is currently seeking a Civil Project Manager/Senior Project Manager - Water & Wastewater candidate to join our... ...VA office location.Essential Duties and responsibilities of a successful candidate include but are not limited to:The Project Manager...SeniorWork experience placementWork at officeFlexible hoursTimmons Group
Charlottesville, VA2 days ago$98.5k - $206.8k
Job Title: Senior UAS Technical Analyst - Autonomous Systems and Robotics Job Category... ...Aerospace Technologies Analyst to perform and manage the production of various products in... ...on our lengthy track record of business success, and find opportunities to break new ground...SeniorFull timeContract workWork experience placementFlexible hours$36 - $44 per hour
...Senior Construction Inspector Johnson, Mirmiran & Thompson is... ...Firms. JMT's Construction Management Team is seeking a Senior Construction... ...safety, and conformance to plans, specifications and codes.... ...driver's license Must successfully complete and pass JMT's Motor...SeniorHourly payContract workFor contractorsFor subcontractorJMT USA
Charlottesville, VA5 days ago- ...; Maxillofacial and Oral Health seeks a Senior Level Administrative Assistant to provide... .... The Sr. Administrative Assistant manages complex scheduling, communications, meetings... ...across the department and organization. The successful candidate is expected to demonstrate...SeniorTraineeshipWork at office
Virginia Jobs
Charlottesville, VA2 days ago - Job TitleSenior Intelligence Management SpecialistLocationCharlottesville... ...is the key to everyone's success. To that end, we provide employees... ....A substantial retirement plan with no vesting schedule.... ...additional 5 years of related senior experience, for a total of 17...Senior
Prescient Edge
Charlottesville, VA17 hours ago $71k - $103k
...Read Lionsgate's general signals and reprioritize without being asked Translate fuzzy stakeholder asks into a crisp Stress Management plan Notice the ruthlessly-focused gap between the spec and the shipped thing Own the day-to-day rhythm of general work across...Remote workFlexible hoursLionsgate
Charlottesville, VA8 hours ago- ...Bart & Associates, Inc. is seeking a Senior All-Source Analyst to support INSCOM NGIC FUSION task orders. The role requires a TS/SCI clearance and will be based in Charlottesville, VA, with an anticipated start in 2027 and a base year + 4 options. The ideal candidate...SeniorContract work
Bart & Associates
Charlottesville, VA1 day ago - ...Financial Data and Reporting Analyst or Senior Financial Data and Reporting Analyst... ..., forecasting, and long-range planning, and ongoing management reporting needs. The role also provides... ..., and operational reporting. The successful candidate is expected to become proficient...SeniorWork at officeWork visa
University of Virginia
Charlottesville, VA17 hours ago $97k - $158k
...Job Description Job Description Senior Deputy Program Manager At B&A, we foster and embrace a... ...have incorporated these values into successful delivery for our customers since 1988... ...robust individual and family medical plans to full time employees, including a Health...SeniorFull timeContract workWork at officeLocal area$105k - $145k
...through the Employee Stock Ownership Plan, Schnabel employees directly benefit from the success of our growing firm. Benefit... ...Engineering is seeking a Senior Geotechnical Engineer to support... ...problem solvers with an interest in managing complex projects and developing...SeniorTemporary workWork at officeFlexible hours$95k - $105k
...Virginia (UVA) seeks applications for a Senior Auditor for its UVA Health team. The Office... ...UVA’s Board of Visitors and UVA Health management in their oversight, management, and... ...perform crucial duties to ensure audit success as outlined below. They ensure engagements...SeniorWork at officeRemote workUniversity of Virginia
Charlottesville, VA2 days ago- ..., First Tee Coach Certification, and long-term career growth. Success in This Role Includes: Delivering consistent, high-quality First... ..., skill development, sportsmanship, and character growth. Manage assigned class operations, including attendance, check-in, equipment...Afternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Manager - Succession Planning. Be the first to apply!
Related searches
- international tax senior Charlottesville, VA
- senior network engineer remote Charlottesville, VA
- senior manager legal Charlottesville, VA
- senior performance engineer Charlottesville, VA
- remote senior salesforce administrator Charlottesville, VA
- senior brand designer Charlottesville, VA
- senior software engineer remote Charlottesville, VA
- senior business analyst contract Charlottesville, VA
- senior full stack web developer Charlottesville, VA
- senior consulting engineer Charlottesville, VA