Private Wealth Advisor

A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued growth. Candidates must bring a proven portable book of business of at least $25 million in client assets. Key Responsibilities Act as the primary advisor managing complex relationships with HNW & UHNW individuals, families, and business owners. Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources. Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources. Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals. Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW & UHNW client base. Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth. Mentor junior advisors and contribute to the development of next-generation client service talent. Qualifications 10+ years of experience advising HNW & UHNW individuals and families within a multi-family office, private bank, or RIA. Demonstrated ability to build and deepen client relationships across multiple generations. Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets. Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs. Professional designations such as CFA, CFP, JD, or CPA are strongly preferred. Highly polished interpersonal, communication, and client service skills. Compensation Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth. Seniority level Director Employment type Full-time Job function Sales, Business Development, and Finance Industries Financial Services Investment Advice Investment Management Benefits Medical insurance Vision insurance 401(k) #J-18808-Ljbffr Coda Search│Staffing