What are the responsibilities and job description for the Senior Wealth Advisor, UHNW | New York position at Global Wealth Talent?
A note on what this is.
I'm not a wealth management firm posting a vacancy. I'm an independent search advisor covering senior advisor and team moves at the fiduciary end of the US and international wealth market, and this posting concerns one of five builds I'm currently advising on. I don't name clients in public postings, but I'm specific in a direct conversation.
The featured mandate: New York.
An independent fiduciary managing tens of billions, predominantly employee-owned with institutional capital behind its growth, building out its senior advisor presence in the Tri-State area. The shape of it:
- No proprietary product. Advice is the business, not distribution.
- An institutional private markets platform with negotiated terms passed entirely to clients, which is central to why client assets have historically followed advisors who join.
- A dedicated new business desk that accelerates advisors who originate. It multiplies hunters; it doesn't replace hunting. The whole model assumes you're a builder.
- Real equity for the right hire, alongside competitive cash compensation. The economics convert cleanly from both grid and base-and-bonus models.
The bar.
You own senior UHNW/HNW client relationships in your own right, whether you originated them or inherited them and made them your own. The test is simple: the loyalty sits with you, not the brand on the door. And you could credibly build again inside 24 months on a new platform. Wirehouse, private bank and RIA backgrounds all fit. Teams are as welcome as individuals.
If you're already in motion.
If you're currently in conversations elsewhere, that's precisely when one discussion with me is most efficient: this is one of five live builds I'm advising on, and a single confidential conversation covers all of them.
I've spent 25 years assessing senior wealth talent, including at UBS Wealth Management and Korn Ferry, before founding my own practice. The fastest route is a direct message to me here for a confidential conversation, or email conor@globalwealthtalent.com