UHNW Wealth Advisory MD | Succession & Growth Leader
Leah Yosef International
Leah Yosef International seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base, where the average client has 50M+ investable assets. The role will lead and manage relationships with ultra-high-net-worth individuals and families, including family offices and foundations, within a NY metro focus, and offers significant guaranteed compensation with potential equity upside.
#J-18808-Ljbffr- ...advising prominent client families and guiding growth. You will shape strategy, oversee... ...you will cultivate relationships with HNW/UHNW clients, drive business development, and... ...multidisciplinary teams to provide integrated wealth management, planning, and family-office...SuggestedWork at office
- ...is seeking a Managing Director to lead and grow its Transaction Advisory Services (TAS) practice. This senior role focuses on... ...quality, working capital, EBITDA adjustments, and help shape the firm's growth strategy while mentoring senior team #J-18808-LjbffrSuggestedContract work
- ...Chase Media Solutions in New York seeks a Vice President, Client Success Team Lead to guide a high-performing team focused on maximizing revenue growth and retention through an engaging client experience for brands and agencies. The role requires building the Client Success...Suggested
- ...Base44, now part of Wix, is seeking a Customer Success Team Lead to build and guide a team focused on mid-market customers post-sale.... ...renewals, and health metrics, while supporting strategic account growth and escalation for key customers. The role blends coaching with...SuggestedWork at office
- ...Citigroup Inc. seeks a Wealth Growth Program Manager to orchestrate recruiting strategies for Senior Wealth Advisor candidates across the Citi footprint. You will coordinate coverage for Regional Directors and WGEs, driving tailored approaches to attract top advisor talent...Suggested
$280k - $380k
...The State & Local Transportation Advisory Leader, U.S. East & LATAM is responsible for... ...across the East Region, driving business growth, expanding advisory capabilities, and strengthening... ...Build leadership pipelines and succession plans to support long-term...Work at officeLocal areaWorldwideRelocation packageFlexible hours- ...Navan is seeking a Senior Manager, People Success to collaborate with the President of Go-To-Market and senior leaders across Revenue, Marketing, and Partnerships & M&A. You will diagnose needs, design scalable programs, and guide teams to align people strategies with...
- ...to the CEO and shaping the Marketing organization. This senior leader guides strategy, execution, and outcomes with a hands-on approach... ...drives a digital-first investor engagement model, overseeing brand, growth, digital, product marketing, communications, and events while...
$110k - $140k
...of endless opportunities for growth. A place where entrepreneurial... ...Description:Withum's Transaction Advisory Services (TAS) team is seeking... ...Tysons Corner, VA; Columbia, MD; Orlando, FL; Boca Raton, FL;... ...excellence. The cornerstone of our success can truly be accredited to the...Full timeWork at officeLocal area- ...West Monroe is seeking a commercially oriented Director or Partner to join our Banking Practice with a focus on Account Growth & Advisory. This role combines entrepreneurial leadership with deep banking technology expertise to expand client relationships and drive revenue...
- ...CLEAR is seeking a Senior Manager Customer Success – Healthcare in New York, NY to own the healthcare CS strategy and drive adoption, retention, and expansion across partner ecosystems. You will lead cross-functional teams, build executive relationships, and guide end-...
- ...building the secure identity platform of the future, empowering safer experiences in healthcare and beyond. The Senior Manager Customer Success – Healthcare will own CLEAR's customer success strategy across healthcare partners, driving adoption, retention, and expansion. You...
$220k
...CPGR Growth Leader - AI Engineering, Strategic Accounts Fractal is a strategic AI partner... ...of strategic account growth, technology advisory, and transformation execution. You will... ...closure, mobilization, and scale. Success means moving beyond isolated pilots: creating...Hourly payFull timeLocal area$120k - $150k
...comWhat you'll be doingThe Private Wealth Audit team provides... ..., business developments, and growth priorities. In this role, you... ...of management.Partnership and advisory support - Build trusted relationships... ...time of the interview). The successful candidate may be eligible to...Full timeRemote workShift work2 days per week$89k - $105k
...next two decades. The largest transfer of wealth in human history. If you’re ready to be... ...consumer financial products in a high-growth, technology-driven environment.Ability to... ...opportunities + equity + benefits.Base pay for the successful applicant will depend on a variety of...Work at officeFlexible hoursShift work3 days per week$225k - $275k
...DescriptionSummary The National Leader, High-Net-Worth... ...overall performance, growth, retention, profitability... ..., specialty, life, wealth, and other applicable areas... ...client, or related advisory businesses, with significant... ...be considered. Key Success Characteristics Strong...Full timeImmediate startFlexible hours$295k - $330k
This OpportunityThe Transit and Rail System Delivery and Growth Leader is responsible for leading the successful delivery of passenger rail programs and projects while driving strategic growth, market expansion, and client engagement. This leader will oversee complex assignments...For contractorsLocal area$160k - $228.5k
...Hybrid - 3 days per week Business Unit Overview: The Wealth Advisory Group is a newly formed practice within Wealth Management at... ...range of perspectives and experiences, we achieve greater success and fulfill our promise of providing financial security and peace...Work at officeLocal area3 days per week- ...leading global consulting and advisory platform that is... ...for a commercially driven MD who wants to build/expand a team. The successful candidate will be responsible... ...Directors and senior leaders to originate and execute... ...to the continued growth and strategic direction...Full timeFlexible hours
$91.2k - $172.2k
...What You’ll DoAs a Supervisor in our Trade Advisory Services practice, you will work closely... ...tax, consulting and technologyPractice Growth & InnovationIdentify opportunities to... ...certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within...Full timeWork experience placementInternshipLocal area$221.9k - $390.3k
...where humans with agents drive customer success together. Here, ambition meets action. Tech... ...Success organization. This executive leader will have responsibility for leading, coaching... ...Own the health, retention, adoption, and growth of a defined portfolio of enterprise Life...Full time$180k - $195k
...considering Progyny!The Vice President, Health Plan Market Leader, Client Success is the lead client success executive responsible for Progyny... ...annual market-specific goals and benchmarks, drive retention and growth across the Health Plan portfolio, and ensure Progyny...Full timeSummer workWork at officeRemote workFlexible hours3 days per week$100k - $170k
Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity... ..., our clients, and building sustainable success. Bringing together traditional and... ...Goldman Sachs, we provide investment and advisory services for pension plans, sovereign wealth...Full timeTemporary workPart time- ...Operations seeks a Vice President to lead DP & F analytics, guiding growth for US and Canada markets. The role oversees strategy execution... ...with executive leadership to shape go-to-market plans. The successful candidate will manage a team of sales analysts, translate data...
- ...AECOM is seeking a State & Local Transportation Advisory Leader for the U.S. East & LATAM to define and execute advisory strategy, drive business growth, and strengthen trusted advisor relationships with state and local transportation agencies. The role leads a team to...Local area
- ...Clearwater Analytics is seeking an Enterprise Sales Leader to drive revenue growth by identifying, pursuing, and closing new business opportunities... ...with pre-sales, solution consulting, and client success to ensure a seamless transition from sales to implementation...
- ...Bessemer Trust, based in New York, seeks a Client Advisor Solutions Lead to advance the client advisory service model across Investment Management, Wealth Planning, and Family Office Services. This role prioritizes initiatives, coordinates adoption of planning tech, and...Work at office
- ...Success Matcher Recruitment is seeking a Founding Director of Growth for a NYC-based healthtech startup using AI to recover insurance revenue. You’ll build the GTM engine from scratch, turning inbound leads into a scalable pipeline and owning the CRM and attribution....Local area
- ...technology investors. About The Role We are looking for a leader to own Customer Success and build the function responsible for customer health,... ...operating as a player-coach in a smaller, high-growth environment. This is not a hands-off leadership position....Full time
$165k
...Asper.ai, a Fractal Company, is an AI-powered commercial growth platform designed for the world's leading consumer goods companies.... ...and make data-driven decisions in real time. Our Customer Success organization is the competitive advantage. We serve as trusted...Hourly payFull timeLocal area
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