Head of Wealth Management
Head of Wealth Management
Leah Yosef International
Florida, United States
See who Leah Yosef International has hired for this role
Overview
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
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Seniority level
Director -
Employment type
Full-time -
Job function
Management, Strategy/Planning, and Finance -
Industries
Investment Advice, Financial Services, and Investment Management
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