More jobs:
Senior Wealth Manager - Succession Planning
Job in
Santa Maria, Santa Barbara County, California, 93454, USA
Listed on 2026-10-17
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-10-17
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).
Highlights- Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
- Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
- Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
- Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
- $300,000+ compensation package
- 10+ years of relationship management experience with ultra high net worth clientele
Position Requirements
10+ Years
work experience
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×