Head of Wealth Management
Head of Wealth Management
Leah Yosef International
Greater Philadelphia
See who Leah Yosef International has hired for this role
Ultra High Net Worth Financial Advisor
Multi-Family Office
Overview
Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.
Extremely Competitive Payouts - Immediate Equity Opportunity
Highlights
- 10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
- High touch Family office services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
- 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 excels at family governance issues including next-generation engagement through executive and personal coaching and health and wellness initiates
- The firm offers extremely competitive payouts with an immediate equity opportunity
Requirements
- Experience sourcing new ultra-high-net-worth clients
-
Seniority level
Director -
Employment type
Full-time -
Job function
Finance, Strategy/Planning, and Business Development -
Industries
Banking, Financial Services, and Investment Management
Referrals increase your chances of interviewing at Leah Yosef International by 2x
See who you knowGet notified about new Head of Wealth Management jobs in Greater Philadelphia.
Sign in to create job alertSimilar jobs
People also viewed
-
Director of National Accounts
Director of National Accounts
-
Asset Wealth Management Risk - Private Bank: Risk Analytics Lead – Capital Markets Liquid Financing & Solutions Risk, Vice President
Asset Wealth Management Risk - Private Bank: Risk Analytics Lead – Capital Markets Liquid Financing & Solutions Risk, Vice President
-
JP Morgan Wealth Management -Vice President, Practice Management Consultant
JP Morgan Wealth Management -Vice President, Practice Management Consultant
-
Head of ACE Investments, AWS Startups
Head of ACE Investments, AWS Startups
-
Director of U.S Sales
Director of U.S Sales
-
Asset & Wealth Management, Public, Global Investment Risk Management- Equities, Vice President, New York
Asset & Wealth Management, Public, Global Investment Risk Management- Equities, Vice President, New York
-
Head of ACE Investments, AWS Startups
Head of ACE Investments, AWS Startups
-
Head of Portfolio - Investment Management, Corporate Finance, and Enterprise Risk Management
Head of Portfolio - Investment Management, Corporate Finance, and Enterprise Risk Management
-
Head of Commercialization
Head of Commercialization
-
Director, Financial Planning (Personal Wealth Management) - Hybrid
Director, Financial Planning (Personal Wealth Management) - Hybrid
Looking for a job?
Visit the Career Advice Hub to see tips on interviewing and resume writing.
View Career Advice Hub