Leah Yosef International
Head of Wealth Management
Job Description
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Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to manage and mentor the local team (2B+ AUM) of Wealth Advisors while leading the continued buildout of the region through organic growth.
The Opportunity
- Manage a multi-billion dollar team of 10+ 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 exe...