Job Description

2B+ AUM Market

Greater Seattle Region

Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Managing Partner to mentor the local team of Wealth Advisors, lead the continued buildout of the region through organic growth and M&A integration, and serve as the Lead Wealth Advisor to complex ultra high net worth clientele.

Immediate Equity Opportunity

Highlights

• Mentor the team of Senior Wealth Advisors in providing best in class service to high net worth and ultra high net worth clientele
• Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
• Lead the cultural integration of acquired wealth management practices
• Collaborate with dedicated business development professionals in building the region through custodial referral channels, community involvement and referrals from centers of influence
• Competitive compensation package including a significant base salary, performance and profit-based bonuses, and equity ownership

Requirements

• Experience as an advisor serving ultra high net worth clientele (10M+ level)
• Local to the Greater Seattle Region