Managing Director. Wealth Manager
$400kLeah Yosef International
3B+ AUM Independent Multi-Family Office in Southern California seeks a Managing Director to solve for next generation succession planning, providing leadership to advisors, with a focus on serving and growing the client base (25M – 500M+ investable assets). Opportunities for increased and key leadership roles at the firm, including the Head of Wealth and/or CEO as part of a near term succession planning. Highlights Develop and lead relationships with ultra-high net worth individuals and families as well as their family offices and foundations. The Firm provides bespoke investment solutions across almost every asset class, in a planning driven culture, advising on estate and tax planning, trust administration, wealth transfer, project financing, real estate, business succession planning, bill pay, philanthropic advisory and risk management. $400,000+ Compensation Package Significant ownership opportunity in a non-private equity backed, highly profitable Multi-Family Office. Requirements 15+ years of wealth management experience, developing and leading client relationships with ultra high net worth clientele #J-18808-Ljbffr Leah Yosef International
Vacancy posted 4 days ago
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