Job Description

Senior Wealth Advisor

Family Office

Southeast Florida /NYC

15B+ AUM Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Portfolio Manager to own a dedicated book of ultra high net worth client relationships within a Partner-led team, managing portfolio construction and client communication with a high degree of autonomy.

Highlights

• Serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of 100M)
• The Firm has achieved 25%+ year over year growth with a minimal marketing presence
• The firm has a strong track record of internal promotion and long-term retention of top talent
• Collegial, forward-thinking culture with excellent benefits
• $500,000+ first year total compensation packages (NYC Only)

Requirements

• Ultra high net worth client-facing experience with 10M+ level clientele
• 7+ years of investment management experience with deep knowledge across asset classes and investment strategies
• Collaborative, team-oriented mindset with excellent interpersonal skills