Senior Wealth Manager
On-site · New York City, New York, United States
Job Summary
Senior Wealth Manager to source and develop relationships from custodial referral channel leads for an independent RIA with 2B+ AUM. Drive business growth through sourcing and closing opportunities, leveraging firm support and access to an alternatives platform (real estate, private equity, venture capital, private debt) to advise high-net-worth clients. Role includes overrides while assisting Financial Advisors nationwide to close business; strong payout in perpetuity on AUM; significant operational, investment planning, and relationship-management support from the firm.
Required Qualifications
- 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management
- Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS)
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