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Senior Vice President Business Development

Company

Leah Yosef International
Address Greater Pittsburgh Region, United States
Employment type FULL_TIME
Salary
Category Banking,Financial Services,Investment Management
Expires 2023-08-24
Posted at 10 months ago
Job Description

Senior Wealth Advisor, Managing Director

Multi- Family Office


Overview


Ultra High-Net Worth Multi-Family Office is expanding in Pittsburgh, and seeking a Senior Wealth Advisor, Managing Director to join the partnership and lead expansion efforts.


Extremely Competitive Payouts - Immediate Equity opportunity


Highlights


  • Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
  • Annual retainer options for ultra-high net worth families with private businesses and complex investments and wealth planning needs
  • Competitive compensation package including a competitive payout, upfront consideration, and clear track to equity
  • Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
  • 4B+ in AUM including a significant number of clients with 100 million+ net worth
  • The Firm offers comprehensive financial, estate, tax and retirement planning for high net worth and ultra-high net worth clientele with a strong culture of collaboration