We are looking for a \"Senior Wealth Advisor\" with deep experience working with High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) clients who can own the full client lifecycle, including financial planning, portfolio management, and asset allocation across public and private markets.
Responsibilities:
- Leading client relationships, including the most senior conversations with principals and next-generation family members.
- Designing and managing portfolios that integrate public markets and private markets with private credit and alternative investments sourced directly through the firm's deal flow.
- Partnering with the private credit asset management team to translate the firm's deal flow into client allocations.
- Helping shape the firm at a consequential stage with direct input on client experience, advisor playbook, and platform priorities. This is a small team, and the role carries real influence over how the firm is built.
Requirements:
- 10+ years of wealth management experience, ideally at a private bank, boutique RIA, or multi-family/single-family office environment.
- Experience advising sophisticated HNW and UHNW clients across diverse cultural and international backgrounds.
- Demonstrated track record of client relationship management, business development, and growing a book of business.
- Credible ability to transition or cultivate client relationships within a new platform environment.
- Entrepreneurial, self-directed, and comfortable operating with high ownership and autonomy.
- Strong work ethic with the ability to work independently while collaborating effectively across teams, divisions, and subsidiaries.
- Proficiency in alternative investments and private markets, and capable of delivering differentiated investment solutions to clients.
- Based in Los Angeles or willing to relocate.
(Due to the highly confidential nature of this search, only shortlisted candidates will be contacted for further information and detailed disclosure.)
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