Managing Director
$800,000–$800,000 year
On-site · New York City, New York, United States
Job Summary
Lead and manage relationships with ultra-high net worth individuals and families and their family offices; focus on next-generation succession planning, wealth transfer, and comprehensive planning across estate, tax, trust administration, and risk management. Inherit ultra-high net worth relationships as part of long-term succession planning for the firm, with NY Metro focus. Firm offers bespoke investment solutions across asset classes within a planning-driven culture, plus significant opportunities for leadership growth, and a guaranteed compensation profile of $800,000+ with potential transition to equity-partner level profit share. Stakeholders include ultra-high net worth clients, family offices, and foundations; responsibilities include maintaining deep client relationships, succession planning, philanthropic advisory, and risk management.
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