Managing Director, UHNW Advisor

Job Description

Managing Director

Ultra High Net Worth

Succession Planning

Overview

Independent Multi-Billion AUM Multi-Family Office seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base (Average Client 50M+ investable assets).

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• Lead and manage relationships with ultra-high net worth individuals and families as well as their family offices and foundations.
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• Inherit ultra-high net worth relationships as part of the long term succession planning of the Firm. (NY Metro Only)
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• The Firm provides bespoke investment solutions across almost every asset class, in a planning driven culture, advising on estate and tax planning, trust administration, wealth transfer, business succession planning, bill pay, philanthropic advisory and risk management.
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• Collaborative and forward thinking culture with an impressive track record of growth, a robust support structure and professional management.
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• Opportunities for increased and key leadership roles at the firm over time.
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• Ability to offer significant guaranteed compensation ($800,000+) while transitioning to an equity partner level profit share compensation plan over time.
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• Significant equity opportunity in a non-private equity backed, highly profitable Wealth Management Firm.
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Requirements

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• 15+ years of wealth management experience, leading client relationships with ultra high net worth clientele
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1989