Leah Yosef International
Multi‑Family Office in Houston seeks a Head of Wealth to provide leadership over the local team as well as succession planning for a retiring Senior Advisor (25M+ level clientele).
No portable book of business required. Not a commissioned sales role.
Opportunity
Impact the direction of a future growth, forward‑thinking culture, acting as a transformation champion toward becoming a premier multi‑family office.
As the strategic leader of client relationships, orchestrate resources across the firm including holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
Promote teamwork within and across offices, developing and mentoring advisors.
Drive firm growth through referrals, business development, and marketplace visibility.
Competitive compensation package, including significant base salary, profit and performance‑based bonuses, and excellent benefits.
Referrals increase your chances of interviewing at Leah Yosef International by 2x.
Get notified about new Head of Wealth Management jobs in Greater Houston.
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No portable book of business required. Not a commissioned sales role.
Opportunity
Impact the direction of a future growth, forward‑thinking culture, acting as a transformation champion toward becoming a premier multi‑family office.
As the strategic leader of client relationships, orchestrate resources across the firm including holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
Promote teamwork within and across offices, developing and mentoring advisors.
Drive firm growth through referrals, business development, and marketplace visibility.
Competitive compensation package, including significant base salary, profit and performance‑based bonuses, and excellent benefits.
Referrals increase your chances of interviewing at Leah Yosef International by 2x.
Get notified about new Head of Wealth Management jobs in Greater Houston.
#J-18808-Ljbffr