Managing Director
$400,000–$400,000 year
On-site · Los Angeles, California, United States
Job Summary
Lead wealth management relationships with ultra-high-net-worth individuals and families and their family offices; drive succession planning and leadership of advisors, with a focus on growing the client base (25M–500M+ investable assets). Potential opportunities for elevated roles such as Head of Wealth or CEO as part of near-term succession planning. Oversee bespoke investment solutions across asset classes and provide planning-driven guidance in estate and tax planning, trust administration, wealth transfer, project financing, real estate, business succession planning, bill pay, philanthropic advisory, and risk management.
Required Qualifications
- 15+ years of wealth management experience
- developing and leading client relationships with ultra high net worth clientele
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