Founding Relationship Manager Private Wealth (International Families)

Founding Relationship Manager — Private Wealth, LatAm Families Miami · Full-time · Founding role, conditional start · Closing date 30 November 2026 About Yestella Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. The role Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews. Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales. Any advice you give is given under the licensed partner firm's arrangements and follows its advice process. Work with investment and compliance colleagues, and with the partner firm. Help shape the client journey, the review process and the Yestella Academy. Build relationships in your market with relocation lawyers, tax advisers, schools and banks. What you bring Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients. SIE with Series 7 and/or 65 (or 7 + 66), or the ability to obtain them. Registration or certification would be through the licensed firm through which advice is given. We support study and exam costs. Professional fluency in English. Spanish required; Portuguese an advantage. Sound judgement on suitability, conflicts and conduct, and a clean regulatory record. US work authorisation, applied to every applicant; no sponsorship at this stage. Pay $140,000–$200,000 base. Plus a discretionary bonus tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview. How to apply Optional but recommended: RM Foundations — a free course for people preparing for client-facing roles in wealth management. It is on the Yestella Academy (academy.yestella.com): twelve short lessons and quizzes (about an hour and a quarter, an estimate; it depends on your pace), plus an online assessment. You can start the lessons now (the six lessons of "Behaviour and Risk" and the first three lessons each of "Private Markets & the Family-Office Way" and "Foundations of Investing"); the final assessment is planned to open in November. When you pass, you receive a completion code. This is not a regulatory qualification. It does not meet any FCA qualification requirement (for example, an appropriate qualification under the FCA's Training and Competence sourcebook). Not accredited by any professional body. Apply with LinkedIn's Apply button, or by email to View email address on click.appcast.io, with your CV, a few lines on why this role and, if you have it, your completion code. If you email, please use the subject line "RM application — Miami". Please don't include health or other sensitive information in your CV. If you need an adjustment, tell us separately and we'll treat it confidentially. If shortlisted: a 20-minute written note to a fictional family, then a 30-minute video interview. The course is optional when you apply. Before a first interview we ask for your code or a short written alternative, which counts the same. If neither works for you, tell us and a person will decide. The course result is one part of our review, never the whole of it. The written alternative carries the same weight. Need an adjustment, more time, a different format, or the written alternative instead of the course? Email View email address on click.appcast.io. It will not count against you, and we use what you tell us only to make the adjustment. We reply to everyone who applies within ten working days. About this recruitment This recruitment is run by OverCap UK Limited (company number 13731322; registered office Third Floor, 207 Regent Street, London W1B 3HH), trading as Yestella, for Yestella UK Limited, a company being set up in England and Wales. Permanent role. Offers will be made only once Yestella UK Limited has been incorporated. There is no Yestella entity in the United States yet. This role is conditional: we intend to fill it, and it starts once the entity or partner firm is in place. Neither Yestella UK Limited nor OverCap UK Limited is authorised by the Financial Conduct Authority. Regulated services will be provided through an authorised partner firm, and no one in this role gives regulated advice until that firm has certified or registered them. This is a founding role. The start date depends on Yestella UK Limited being incorporated, on the partner arrangements for your location being in place, and on the business being ready to start. We will tell you plainly where things stand at every stage, and we will not ask you to resign on the strength of a conversation. Equal opportunity We are committed to equal employment opportunity. All qualified applicants receive consideration without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status or any other characteristic protected by law. Tell us about any adjustment you need at any stage. Your data OverCap UK Limited is the controller for this recruitment, and Yestella UK Limited will become the controller once it is incorporated. If you apply through LinkedIn, LinkedIn also processes your application under its own privacy policy. Our recruitment privacy notice explains how we use your information: