Head of Wealth Management
Leah Yosef International
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Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts- Immediate Equity OpportunityHighlights
- 10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
- High touch Family office services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
- Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
- Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
- The Firm excels at family governance issues including next-generation engagement through executive and personal coaching and health and wellness initiatives
- The firm offers extremely competitive payouts with an immediate equity opportunity
Requirements
- Experience sourcing new ultra-high-net-worth clients
Seniority level
Director
Employment type
Full-time
Job function
- Accounting/Auditing, Business Development, and Finance
Industries
- Financial Services, Investment Management, and Banking
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#J-18808-LjbffrVacancy posted 1 day ago
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