Market Leader, Managing Director

Market Leader, Managing Director

About the Company

Prominent multi-family office

Industry

Financial Services

Type

Privately Held

About the Role

The Company is seeking a Managing Director to play a pivotal role in the next-generation succession planning, with a primary focus on serving and expanding the client base. The successful candidate will be responsible for leading and managing relationships with ultra-high net worth individuals, families, and their associated family offices and foundations. This role is integral to the firm's bespoke investment solutions, which encompass a wide range of services including estate and tax planning, trust administration, wealth transfer, business succession planning, philanthropic advisory, and risk management. The ideal candidate will inherit ultra-high net worth relationships as part of the firm's long-term succession strategy and will be expected to contribute to the collaborative and forward-thinking culture that has driven the firm's impressive growth.

Applicants for the Managing Director position at the company should have a minimum of 15 years' of wealth management experience, with a proven track record of leading client relationships in the ultra-high net worth segment. The role requires a professional with a deep understanding of the industry, a planning-driven approach, and the ability to provide tailored investment solutions across various asset classes. The candidate should be adept at advising on complex financial matters and be prepared to take on a leadership role within the firm. The company offers a robust support structure, professional management, and the opportunity for key leadership roles over time. The role is suited to a candidate who is looking for a long-term partnership and is capable of transitioning to a profit-sharing compensation plan.

Travel Percent

Less than 10%

Functions

• General Management
• Business Development
• Strategy