Managing Director

About the Company

Prominent multi-family office

Industry Financial Services

Type Privately Held

About the Role

The Company is seeking a Managing Director to lead the next generation succession planning and provide strategic leadership to advisors, with a strong emphasis on client service and business growth. The successful candidate will be responsible for developing and nurturing relationships with ultra-high net worth individuals, families, and their associated entities. This role is pivotal in a planning-driven culture, where the focus is on providing bespoke investment solutions across various asset classes and advising on a wide range of financial matters, including estate and tax planning, trust administration, wealth transfer, project financing, real estate, business succession planning, and philanthropic advisory.

Applicants for the Managing Director position at the company should have a minimum of 15 years' of experience in wealth management, with a proven track record of developing and leading client relationships within the ultra-high net worth segment. The role requires a leader who can not only manage the current client base but also contribute to the firm's growth and succession planning. The ideal candidate will have a deep understanding of the financial needs and goals of ultra-high net worth clients and be adept at providing tailored solutions. A strong background in the various areas of financial advisory, as well as excellent leadership and communication skills, are essential. The role offers the opportunity for increased leadership responsibilities, including the potential to become the Head of Wealth or CEO, as part of the firm's near-term succession planning.

Travel Percent Less than 10%

Functions

General Management Business Development Strategy