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Managing Director, UHNW Wealth Advisor; Multi-Family Office

  • Job type: Permanent
  • Location: New York
  • Salary: Negotiable
  • Job reference: 192641/001_1533580272
  • Sector: Selby Jennings, Wealth Management
  • Date posted: 06/08/2018

A Boutique Wealth Firm is looking to add to their wealth management platform and increase their coverage in the market, specifically with UHNW clients and sophisticated investors looking for alternative and niche investments. Ideally a candidate will be a strong wealth manager who has experience servicing a book of UHNW clients and who is also very strong in business development with experience building a book of business. They would like a senior, ultra high net worth specialist who can help them further build out the private client market from New York focusing on key potential clients in the region.

My client is a boutique wealth management firm, but they do have an excellent reputation and platform for success. The role will offer equity in the firm for the right candidate and will require an individual with an entrepreneurial mindset. This person will be involved in important decisions in regards to strategy and growth, but the focus for this role will be business development and relationship management. This person will be required to build a book of business and offer the firm's expert investment advice and options for their clients. My client is looking for an individual with significant experience in wealth management, experienced in client relationship and significant experience working with HNW/UHNW clients. My client is also open to a team move and the title of Managing Director depending on the experience of the candidate.

About the Position:

  • 8+ years experience in relationship management/business development

  • Focus on US UHNW private clients

  • Entrepreneurial and hands-on position

  • Flexible title structure depending on experience

  • High total compensation offering with attractive variable and potential for equity

  • Additional certifications/degrees are a plus (CFP, CFA, MBA, JD, etc.)

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