What are the responsibilities and job description for the Director Wealth Management position at Leah Yosef International?
Senior Wealth Advisor
New York City
25M level clientele
Overview
Multi-Family Office seeks a Senior Wealth Advisor to manage ultra-high net worth client relationships (25M – 1 Billion net worths). Not a commissioned sales role; no portable book of business required.
Highlights
- Advise ultra-high net worth client relationships, inclusive of multi-generational families, their foundations, and endowments, regarding comprehensive wealth management, complex tax and estate planning strategies, investment management, family office services, and philanthropic giving
- National Multi-Family Office offering a full array of Family Office Services as well as customized portfolios inclusive of marketable securities, concentrated equity positions, alternative investments, and private investments.
- The role is open due to succession planning for a retiring advisor as well as 30% year-over-year AUM growth
- Hybrid schedule
- Clear path towards partnership and equity
Requirements
- 15 years of wealth management experience advising ultra-high net worth clientele (20m level)
- CFP, ChFC, PFS, CFA, or CIC
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