Head of Wealth Management

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Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.

Highlights

• 10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
• High touch Family office services including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
• Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
• Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm excels at family governance issues including next-generation engagement through executive and personal coaching and health and wellness initiatives
• The firm offers extremely competitive payouts with an immediate equity opportunity

Requirements

• Experience sourcing new ultra-high-net-worth clients

Seniority level

Director

Employment type

Full-time

Job function

• Accounting/Auditing, Business Development, and Finance

Industries

• Financial Services, Investment Management, and Banking

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