Senior Wealth Manager - Succession Planning

$300k

Full-time

Leah Yosef International

Santa Maria, CA

Senior Wealth Manager

Multi Family Office

Southern California

Overview

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ 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

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Vacancy posted 2 days ago

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