Private Wealth Advisor

A multi-billion multi-family office is seeking an experienced Senior Vice President / Managing Director to join its advisory team. This individual will serve as a trusted advisor to HNW and UHNW families, delivering fully integrated wealth management solutions while contributing to the firm’s continued growth. Candidates must bring a proven portable book of business of at least $25 million in client assets.

• Act as the primary advisor managing complex relationships with HNW & UHNW individuals, families, and business owners.
• Deliver holistic wealth advice across investments, estate and tax planning, family governance, and philanthropy, leveraging the firm’s institutional resources.
• Transition and grow a portable book of at least $25MM, with support from the firm’s platform and business development resources.
• Partner with the investment team to construct and oversee customized portfolios aligned with client objectives and long-term goals.
• Cultivate new relationships through personal networks, centers of influence, and referrals, expanding the firm’s HNW & UHNW client base.
• Collaborate with senior leadership on strategic initiatives designed to enhance client experience and drive growth.
• Mentor junior advisors and contribute to the development of next-generation client service talent.

• 10+ years of experience advising HNW & UHNW individuals and families within a multi-family office, private bank, or RIA.
• Demonstrated ability to build and deepen client relationships across multiple generations.
• Proven record of originating new client relationships and transitioning assets; must bring a portable book of at least $25MM in investable assets.
• Strong investment and planning acumen, with the ability to coordinate across estate, tax, and philanthropic needs.
• Professional designations such as CFA, CFP, JD, or CPA are strongly preferred.
• Highly polished interpersonal, communication, and client service skills.

Competitive base salary, performance-based incentives, pathway to ownership, and long-term upside aligned with client and firm growth.

• Director

• Full-time

• Sales, Business Development, and Finance

• Financial Services
• Investment Advice
• Investment Management

• Medical insurance
• Vision insurance
• 401(k)