Overview
Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team of Wealth Advisors while leading the continued buildout of the region through organic growth.
The Opportunity
- Manage a team of Wealth Advisors, Financial Planners and CSA’s to provide best in class service to high net worth and ultra high net worth clientele
- Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
- Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
- Help identify and lead the cultural integration of acquired wealth management practices
- Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives
- Opportunity for equity ownership
Requirements
- Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
