Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.
Multi Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity
Seniority level
Director
Employment type
Full-time
Job function
Finance, Consulting, and Business Development
Industries
Banking, Financial Services, and Investment Management
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