Job Description

3B+ AUM Multi-Family Office

Southern California

3B+ AUM Independent Multi-Family Office in Southern California seeks a Managing Director to solve for next generation succession planning, providing leadership to advisors, with a focus on serving and growing the client base (25M – 500M+ investable assets).

Opportunities for increased and key leadership roles at the firm, including the Head of Wealth and/or CEO as part of a near term succession planning.

Highlights

• Develop and lead relationships with ultra-high net worth individuals and families as well as their family offices and foundations.
• The Firm provides bespoke investment solutions across almost every asset class, in a planning driven culture, advising on estate and tax planning, trust administration, wealth transfer, project financing, real estate, business succession planning, bill pay, philanthropic advisory and risk management.
• $400,000+ Compensation Package
• Significant ownership opportunity in a non-private equity backed, highly profitable Multi-Family Office.

Requirements

• 15+ years of wealth management experience, developing and leading client relationships with ultra high net worth clientele