Confidential
Managing Director, Wealth Advisory
About the Company
Premier wealth management platform
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Managing Director for Wealth Advisory to join their team. The successful candidate will be the primary relationship manager for a select group of ultra-high-net-worth clients, providing comprehensive and holistic guidance in the areas of investments, estate and trust planning, tax strategy, and legacy design. This role is pivotal in serving the needs of the firm's diverse client base, which includes ultra-high-net-worth individuals, multigenerational families, and entrepreneurs. The ideal candidate will have a minimum of 7 years' experience in wealth management, family office, private banking, or a related UHNW advisory role, and will be adept at building long-term, trusted relationships, leading wealth planning conversations, and collaborating with internal and external teams to deliver a seamless, white-glove client experience.
Applicants for this role at the company should possess a deep understanding of investment strategy, estate planning, trust structures, and tax coordination, with exposure to alternatives and private markets being a plus. A Bachelor's degree is required, with professional credentials such as CFP®, CFA®, JD, or an advanced degree being preferred. The role demands a candidate with high emotional intelligence, an entrepreneurial mindset, and an authentic, fiduciary-first approach to client service. The company offers an institutional platform with a boutique culture, global growth backing, and a mission-driven focus that empowers advisors to help clients align their capital with purpose and legacy. This is an exceptional opportunity for a senior advisor to transition into a sophisticated, purpose-driven platform with global resources and meaningful equity potential.
Travel Percent Less than 10%
Functions
Business Development Finance Strategy
About the Company
Premier wealth management platform
Industry Financial Services
Type Privately Held
About the Role
The Company is seeking a Managing Director for Wealth Advisory to join their team. The successful candidate will be the primary relationship manager for a select group of ultra-high-net-worth clients, providing comprehensive and holistic guidance in the areas of investments, estate and trust planning, tax strategy, and legacy design. This role is pivotal in serving the needs of the firm's diverse client base, which includes ultra-high-net-worth individuals, multigenerational families, and entrepreneurs. The ideal candidate will have a minimum of 7 years' experience in wealth management, family office, private banking, or a related UHNW advisory role, and will be adept at building long-term, trusted relationships, leading wealth planning conversations, and collaborating with internal and external teams to deliver a seamless, white-glove client experience.
Applicants for this role at the company should possess a deep understanding of investment strategy, estate planning, trust structures, and tax coordination, with exposure to alternatives and private markets being a plus. A Bachelor's degree is required, with professional credentials such as CFP®, CFA®, JD, or an advanced degree being preferred. The role demands a candidate with high emotional intelligence, an entrepreneurial mindset, and an authentic, fiduciary-first approach to client service. The company offers an institutional platform with a boutique culture, global growth backing, and a mission-driven focus that empowers advisors to help clients align their capital with purpose and legacy. This is an exceptional opportunity for a senior advisor to transition into a sophisticated, purpose-driven platform with global resources and meaningful equity potential.
Travel Percent Less than 10%
Functions
Business Development Finance Strategy