Founding Relationship Manager — Private Wealth; International Families

Yestella Academy, our free financial-education programme, is live. Yestella is also building a wealth-management service, which will be provided through licensed partners. Regulated services will be provided through an authorised partner firm.

• Look after a small number of internationally mobile families, from the first conversation through onboarding and regular reviews.
• Explain allocation, risk, liquidity and cost in plain language. You are measured on understanding, suitability and conduct, not product sales.
• Any advice you give is given under the licensed partner firm's arrangements and follows its advice process.
• Work with investment and compliance colleagues, and with the partner firm.
• Help shape the client journey, the review process and the Yestella Academy.
• Build relationships in your market with relocation lawyers, tax advisers, schools and banks.

• Demonstrable client-facing experience in private banking, wealth management or a family office, ideally with internationally mobile clients.
• SIE with Series 7 and/or 65 (or 7 + 66), or the ability to obtain them. Registration or certification would be through the licensed firm through which advice is given. We support study and exam costs.
• Professional fluency in English. Spanish, Portuguese or Russian is an advantage.
• Sound judgement on suitability, conflicts and conduct, and a clean regulatory record.
• US work authorisation, applied to every applicant; no sponsorship at this stage.

$140,000–$200,000 base. Plus a discretionary bonus tied to client outcomes (such as understanding, suitability and service) and to conduct, not to product sales or investment returns. Founding-team terms are discussed at interview.

We are committed to equal employment opportunity. All qualified applicants receive consideration without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status or any other characteristic protected by law. Tell us about any adjustment you need at any stage.

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