Senior Wealth Manager- Single Family Office
Leah Yosef International
Senior Wealth Manager - Single Family Office 4 days ago Be among the first 25 applicants A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families. Highlights Oversee the full suite of wealth management, investment advisory, and lifestyle management services for several 100M+ level households, providing high-touch day-to-day support on all aspects of personal and business wealth. Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment. Serve as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services. Promote operational excellence by identifying opportunities to enhance efficiency and client experience. Requirements 10+ years of wealth management experience, inclusive of lead advisor experience with ultra high net worth clientele (25M+ level investable assets, 50M+ level net worth). Seniority Level Mid-Senior level Employment type Full-time Job function Finance, Business Development, and Accounting/Auditing Industries Investment Management, Financial Services, and Banking #J-18808-Ljbffr Leah Yosef International
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Wealth Manager- Single Family Office in Detroit, MI vacancy
- ...a full-service real estate and property management company with a national presence and an... ...employment. Minimum of 2 years of experience in single family or multi-family property management. You will work daily from the Evernest office in your market. Compensation Base...Work at officeSeniorFor contractorsLocal area
- A private single-family office in Detroit seeks a Junior Advisor to support wealth management services and serve as a primary contact for clients. You'll advise on investment strategy, estate planning, and manage client needs efficiently. The role requires 5-8 years of...Work at officeFull timeCasual work
- A prestigious financial services firm in Detroit seeks a Senior Wealth Manager to oversee wealth management, investment, and lifestyle services for ultra high net worth families. The ideal candidate has over 10 years of wealth management experience, including experience...Work at officeSeniorFull time
- ...together we will improve the way the world works and lives. As a Senior Manager in the Asset Management practice, you will be responsible for:... ..., which may include but are not limited to the specific office location, role, skill set, and level of experience. As required...Work at officeSeniorFull timeLive inLocal area
- ...Charities, Inc. is seeking an Investment Specialist in Detroit. This position is vital for managing client relationships and enhancing investment strategies within the Family Office environment. The ideal candidate will have seven years of experience, strong analytical...Work at officeSenior
- Evernest is seeking a motivated Property Manager to oversee daily operations of a residential portfolio and maximize owner satisfaction... ...strong leadership and communication skills. A real estate license and office presence are required. #J-18808-Ljbffr EvernestWork at officeSenior
- You areDigital Assets Senior ManagerManagement Consulting professionals design and implement... ...& Capital Markets Digital Assets Senior Manager will be focused on supporting the... ...include but are not limited to the specific office location, role, skill set, and level of experience...Work at officeSeniorFull timeLive inLocal area
- ...it most.Position Summary:The Senior Director of Gift and Estate Planning... ...and blended gifts.Personally manages high-level donor... ...financial planning, insurance, wealth management, or related fields... ...accountants, financial advisors, officers, volunteers, and staff.Excellent...Work at officeSeniorImmediate start
$124k - $335k
...tax obligations while managing the impact tax has on their... .... It gives us a single set of expectations across... ...in the future. As a Senior Manager, you'll work as... ...part of the Asset and Wealth Management team you are... ...vacation, personal and family sick leave, and more. To...SeniorH1bLocal areaOverseasPwC
Detroit, MI2 days ago- A leading Single Client Advisory firm in Detroit seeks External Auditors to transition into Corporate Accounting & Finance roles. Candidates will gain exposure to multiple industries and accounting functions, including FP&A and M&A. Ideal applicants have 3 years of External...Senior
$150k
...across the globe, with offices in Asia, Europe, and... ...DoEnterprise Solutions Senior AI Tech Consultants at... ...You’re Good At: Program Management & Governance Managing... ...a team lead within a single module (e.g., OTC, Finance... ...employees and their families need to be well and...Work at officeSeniorLocal area- ...RÖDL is seeking a Senior Associate (Audit & Tax)... ...firm in our Detroit office. You will work with a select... ...candidate will be able to manage projects, multitask,... ...disciplines, and from a single source. With a global... ...tax needs of foreign, family-owned midsized ("Mittelstand...Work at officeSeniorPermanent employmentFull timeLocal areaWorldwideFlexible hours
Rödl
Detroit, MI1 day ago - As the Senior Public Relations Manager, you'll provide strategy to skillfully execute on external and internal... ...field Proficiency in the Microsoft Office suite What you’ll getOur team members... ...well-being of not just you, but your family, too! We go above and beyond to give...Work at officeSeniorFull timeLocal areaFlexible hours
$136k - $185k
...customer relationship management, loyalty, and enterprise... ...of dentsu.As the Senior Director, Relationship... ...supporting an Insurance/Wealth Management client in the... ...the Colorado Healthy Families and Workplaces Act, in... ...distance of one of our hub offices, currently located in...Work at officeSeniorFull timeTemporary workLocal areaRemote workFlexible hours2 days per week3 days per week- ...Senior Project Manager Do you consider yourself to be a highly technical, strong communicator with... ...job site, with occasional travel to the office for trainings, meetings, etc. As a Top-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has...Work at officeSeniorContract workFor contractorsLocal area
Gilbane Building Company
Detroit, MI33 minutes ago - Position Title: Senior Director - Knowledge Management Location: Fisher Building, 3011 W. Grand... ...it. As a member of the Office of Strategy, Data, and... ...toensure staff, students, and families can find the information... ...web application,such as a single-page app on Azure Static Web...Work at officeSeniorRemote work1 day per week
$80k - $120k
...Tax Senior Join a thriving regional CPA firm in Detroit. We're... ...values your life outside the office, and offers a clear path to leadership... ...Focus: We're committed to manageable hours and a schedule that... ...coverage, plus discounts for family plans. Team Synergy: Enjoy...Work at officeSeniorRemote workPuckett, Clement and Schellenberg, P.C.
Detroit, MI2 days ago- ...Communities is a mission-driven organization managing over 13,000 affordable housing apartments... ...Preservation of Affordable Housing, Inc. family, our team of 500+ professionals believes... ...staff members who work in the property’s office or who may also work in the maintenance...Work at officeInterim roleLocal area
$50k - $60k
...you on our team. This is a fully in-office position due to the hands-on nature of financial... ...processing, document handling, and file management. Compensation Base Salary: $50,000... .... Our team operates in a collaborative, family-oriented environment where...Work at officeVenture Title Agency
Dearborn, MI12 days ago- ...services to dynamic businesses, high net‑worth individuals, and family offices. With offices throughout the United States, we are seeking an... ...skills are required. The candidate will report to the firm’s Managers and Partners and will work directly with clients to provide...Work at officeSeniorWork experience placement3 days per week
Prosperity Partners Inc
Detroit, MI20 hours ago $145k - $260k
OverviewGilbane is seeking Senior General Superintendents for various locations... ...-10 ENR Contractor, Gilbane is a family-owned business with 45 offices that has been shaping communities since... ...of the most reputable construction management firms in the country, Gilbane is...Work at officeSeniorContract workFor contractorsFor subcontractorLocal areaRelocationFlexible hours- Asset & Wealth Management, Private Wealth Advisor, Detroit location_on Detroit, MI, United States Wealth Management Across Wealth Management... ...-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their...Work at officeFull timeTemporary work
$110k - $210k
...sophisticated tax planning? As a Senior Manager on our High Net Worth Tax... ...high net worth individuals and families with complex tax needs. In... ...advise on matters impacting wealth planning, succession, and family... ...tools, and Microsoft Office Eligibility to work in the U....Work at officeSeniorFull timeContract work$60k - $140k
...expert strategic counsel in a single company - powered by exceptional... ...approach, with teams in the office around four days a week. If you... ...process.What does the Senior Art Producer do at WPP Production?A Senior Art Producer manages the end-to-end creation of visual...Work at officeSeniorContract work- ...KPMG is currently seeking a Tax Senior Associate to join our... ...accounting and engineeringAssist in managing and implementing multiple projects... ...in Microsoft Office applications including Word, Excel... ...decisions for yourself, your family, and your lifestyle. Available...Work at officeSeniorLocal area
$85k - $110k
...Audit Senior Audit Senior position available in Detroit, MI. This... ...position going into the office when needed. Top reasons to... ...culture that understands you have a family and a life outside of work.... ...findings, and recommendations -Managing projects and supervising team...Work at officeSeniorFull timeSummer workRemote workPuckett, Clement and Schellenberg, P.C.
Detroit, MI2 days ago$147.4k - $336.8k
Location: Anywhere in Country Overview The Real Estate Tax Senior Manager will apply knowledge across a wide range of tax areas and processes... ...time off for EY Paid Holidays, seasonal breaks, Personal/Family Care, and other leaves of absence. EY provides equal employment...SeniorSeasonal workFlexible hours$74.93k - $153k
...individual clients and their trusts, estates, family offices, investment vehicles, charitable... ...career with Deloitte’s growing Private Wealth practice! Recruiting for this role ends... ...on May 31, 2027. What You’ll Do As a Tax Senior in our Private Wealth Tax practice, you...Work at officeSeniorPrivate practiceLocal area- ...firm.KPMG is currently seeking a Senior Associate to join our Trade... ...communication with clients to manage expectations and satisfactionAct... ...with Microsoft Office applications including Access,... ...decisions for yourself, your family, and your lifestyle. Available...Work at officeSeniorH1bLocal area
- ...Senior Tax Planning Specialist Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees....Work at officeSeniorLocal areaFlexible hours
Hantz Group
Taylor, MI4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Manager- Single Family Office. Be the first to apply!
Related searches
- wealth management advisor Detroit, MI
- wealth management consultant Detroit, MI
- wealth manager Detroit, MI
- finance and office manager Detroit, MI
- office coordinator Detroit, MI
- business office manager full time Detroit, MI
- business office manager Detroit, MI
- office coordinator hospital Detroit, MI
- office manager Detroit, MI
- office manager coordinator Detroit, MI