President - Wealth Management

Location

On-site - Florida, United States

Competitive, commensurate with experience and performance

We are a Registered Investment Advisor (RIA) and Multi-Family Office focused on building resilient, all-weather portfolios designed to minimize drawdowns and compound long-term returns. Our investment approach places a strong emphasis on alternative investments, including commercial real estate, private equity, and non-correlated strategies, with the goal of creating durable value for high-net-worth clients.

We are seeking an experienced investment advisor with a deep understanding of alternative investments and portfolio construction. This role is ideal for a forward-thinking financial professional who aligns with a non-traditional approach to wealth management and has a proven ability to grow and manage high-net-worth (HNW) client relationships.

• Client Acquisition & Relationship Management

• Source, onboard, and manage HNW and ultra-HNW clients, contributing at least $50M+ in AUM
• Deliver customized wealth management solutions aligned with alternative and non-traditional investment strategies
• Maintain and expand existing client relationships while identifying new business opportunities

• Investment Strategy & Execution

• Construct and manage portfolios using all-weather, diversified investment strategies beyond traditional stocks and bonds
• Oversee trade execution and portfolio rebalancing based on market conditions and client objectives

• CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation
• Demonstrated track record of managing and growing client assets ($50M+ AUM)
• Minimum of 5 years of experience in client coverage and relationship management
• Experience executing trades across multiple asset classes
• Strong understanding of equity and debt markets, derivatives, and real estate investments
• Ability to challenge conventional wealth management frameworks and adapt to non-traditional strategies

• Experience with fundamental and quantitative investment analysis
• Knowledge of hedge funds and alternative investment vehicles
• Strong financial modeling and macroeconomic research skills

• Traditional wealth managers who rely solely on stock-and-bond portfolios
• Professionals entrenched in a “60/40 portfolio” mindset
• Individuals unwilling to challenge conventional investment thinking
• Advisors unable to bring client assets to the firm

• Competitive, performance-driven compensation
• Clear growth path, including potential advancement to a CIO role
• High-impact work within a firm that challenges traditional wealth management norms
• Collaborative culture focused on innovation and long-term value creation

Tipo de puesto:
Tiempo completo

Sueldo: $200,00 - $300,00 al mes Lugar de trabajo:
Empleo presencial