Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team of Wealth Advisors while leading the continued buildout of the region through organic growth.
The Opportunity
Manage a team of Wealth Advisors, Financial Planners and CSA’s to provide best in class service to high net worth and ultra high net worth clientele
Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
Help identify and lead the cultural integration of acquired wealth management practices
Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives
Opportunity for equity ownership
Requirements
Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
Employment type
Full-time
Job function
Management, Strategy/Planning, and Finance
Industries
Investment Advice, Financial Services, and Investment Management
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