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
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