What are the responsibilities and job description for the Managing Director, Wealth Management position at Leah Yosef International?
Managing Director
Ultra High Net Worth
Succession Planning
Overview
Independent Multi-Billion AUM Multi-Family Office seeks a Managing Director to solve for next generation succession planning with a focus on serving and growing the client base (Average Client 50M investable assets).
- Lead and manage relationships with ultra-high net worth individuals and families as well as their family offices and foundations.
- Inherit ultra-high net worth relationships as part of the long term succession planning of the Firm.
- 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, business succession planning, bill pay, philanthropic advisory and risk management.
- Collaborative and forward thinking culture with an impressive track record of growth, a robust support structure and professional management.
- Opportunities for increased and key leadership roles at the firm over time.
- Ability to offer significant guaranteed compensation ($400,000 ), sign on bonuses, and equity while transitioning to a partner level profit share compensation plan over time.
- Significant equity opportunity in a non-private equity backed, highly profitable Wealth Management Firm.
Requirements
- 15 years of wealth management experience, leading client relationships with ultra high net worth clientele
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