A renowned Multi-Family Office is looking to hire a senior partner for their wealth management platform to increase their coverage specifically in the UHNW private client market. Their focus has been to provide families and individuals with a disciplined investment approach that involves identifying sophisticated investors looking for alternative and niche markets. Because they have already built a great business on the institutional side, and developed a significant network, this wealth advisor partner will play a huge role in the continued growth of this multi-family office on the wealth management side.
This wealth advisor will be providing these clients with a comprehensive, wealth management, family office style service.
They are excited to take the next step in their rapid growth progression and would like to bring on another partner who could help them on not only developing prospective clients, but also focusing on strategy and leadership. This wealth advisor will have the opportunity to work for a firm that has an existing reputation in the wealth management market in providing significant stability and capital for many years.
About the Position:
- 8+ years experience in relationship management/business development
- Focus on US UHNW private clients
- Entrepreneurial and hands-on position
- Flexible title structure depending on experience
- High total compensation offering with attractive variable and potential for equity
- Additional certifications/degrees are a plus (CFP, CFA, MBA, JD, etc.)