Senior Wealth Manager - UHNW

Uncompromisingly independent employee-owned Multi-Family Office seeks a Senior Wealth Advisor to manage relationships with ultra-high net worth individuals and families ($25M-500M+ Level Clientele). Meaningful equity opportunity.

Not a commissioned sales role. No portable book of business required.

Highlights

• Lead and manage relationships with ultra-high-net-worth clients (25 - 40 households)
• The firm offers comprehensive Family Office Services in support of families with $50M–$500M+ balance sheets, including bill pay, concierge, aviation, lifestyle management, philanthropic advisory, and in-house trust & estate and tax expertise
• Institutional-quality investment platform with liquid and illiquid alternatives
• Collaborative, entrepreneurial, client-centric culture with strong operational infrastructure
• The firm is profitable, committed to long-term independence, and to expanding ownership participation across employees; the firm has already transitioned most of the equity to G1 and G2
• Meaningful equity opportunities available at a firm in which more than 1/3 of employees own dividend-paying true equity
• $350,000+ first year cash compensation
• Hybrid, 3 days a week in office, excellent benefits