Senior Portfolio Manager - Succession Planning

Senior Wealth Advisor, 100m+ Level Clientele

Succession Planning, Southeast Florida

Overview

Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy.

Highlights

• Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M)
• The Firm has achieved 25%+ year over year growth with a minimal marketing presence
• The firm has a strong track record of internal promotion and long-term retention of top talent.
• Collegial, forward-thinking culture with excellent benefits

Requirements

• Ultra high net worth client-facing experience with 10M+ level clientele
• 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
• Collaborative, team-oriented mindset with excellent interpersonal skills

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