Senior Wealth Manager - Succession Planning

Senior Wealth Manager

Multi Family Office

Southern California

Overview

Multi-Billion AUM Independent Multi-Family Office seeks a Senior Wealth Manager to solve for next generation succession planning (25M+ level clientele).

Highlights

• Serve as the fiduciary lead and primary relationship manager for complex ultra high net worth families
• Advise on asset allocation and portfolio construction across asset classes, with the ability to explain portfolio strategy clearly to sophisticated clients; the Firm delivers customized investment solutions across public and private markets
• Join a planning-driven culture, with firmwide capabilities spanning estate and tax planning, trust administration, intergenerational wealth transfer, project financing, real estate, impact investing, business succession, bill pay, philanthropic advisory and risk management.
• Collaborative, service-oriented approach with the ability to coordinate specialists and contribute to relationship growth
• $300,000+ compensation package

Requirements

• 10+ years of relationship management experience with ultra high net worth clientele

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