Head of Wealth Management

Leah Yosef International
MI, United States
Full-time

Market Leader, Managing Director

Multi-Family Office

Overview

Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Director level, to join the partnership and lead expansion efforts.

Extremely Competitive Payouts - Immediate Equity opportunity

Highlights

  • Multi Billion Plus in Assets Under Advisement including a significant number of clients with 100 million+ net worth
  • Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
  • Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration
  • Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity
  • 20 days ago
Related jobs
Promoted
Leah Yosef International
MI, United States

The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration. Ultra High-Net Worth Multi-Family Office is expanding in the Greater Philadelphia area and seeking a Market Leader, Managing Dire...

Promoted
Ladders
Dearborn, Michigan

The Head of Enterprise Project Management will be forward-thinking with an entrepreneurial mindset, expert in effective project management practices, able to collaborate with senior leadership across Percepta and client organizations, and capable of ensuring consistency in defined project management...

KellyOCG
Troy, Michigan

Du besitzt mindestens zehn Jahre Berufserfahrung im Beratungsgeschäft oder im Alliance Management, idealerweise in einem Professional Service Unternehmen. BearingPoint ist eine unabhängige Management- und Technologieberatung mit europäischen Wurzeln und globaler Reichweite. In deiner Verantwortung l...

Bank of America
Grosse Pointe, Michigan

Bank of America believes both in the importance of working together and offering flexibility to our employees. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We hire individuals with a broad range of backgrounds and ex...

Bank of America
Grand Blanc, Michigan

Thorough knowledge and understanding of the suite of Wealth Management products and services. Key responsibilities include serving as a key point of contact for clients on any non-administrative requests/needs while supporting relationship management activities and developing, implementing, and moni...

airbus
Hancock, Michigan

Required: Minimum 5 years in management, preferably with an international aviation company in Aircraft Manufacturing/ Quality/Lean Management/ Quality Inspection of entire Aircraft or Aircraft installations. Identify improvement opportunities, analyze the current situation and potential benefits, ap...

Bank of America
Bloomfield Hills, Michigan

Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, and maintains c...

Bank of America
Ann Arbor, Michigan

Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients. Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Identifies, deepens, and maintains c...

Promoted
VitalCore Health Strategies
Lansing, Michigan

The Regional Director of Operations is accountable for the delivery of contract services within the institutions of an area or region. The Regional Director of Operations negotiates contract terms, amendments, extensions and bids, and must proactively identify potential business opportunities and pa...

Promoted
RouteOne
Farmington Hills, Michigan

The Manager of Product - Data will create and own a product concept from definition to deployment; helping to maintain product focus and vision. The Manager of Product is recognized as the principal resource and business owner for product strategy, information, and decisions. Drive the overall produ...