Head of Wealth Management

Leah Yosef International
MI, United States
Full-time
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Market Leader, Managing Director

Multi-Family Office

Overview

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.

Extremely Competitive Payouts - Immediate Equity opportunity

Highlights

  • 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
  • 30+ days ago
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