Head of Wealth Management (San Francisco)
Leah Yosef International, San Francisco, CA, United States
Market Leader, 2B+ AUM Region
Succession Planning
Overview
Top Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.
Highlights
Manage, lead and coach a team of ~10 Wealth Advisors in a 2B+ AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
Collaborate with advisors to lead the buildout of the region, running point on leads sourced through custodial referral channels, centers of influence, digital leads, GEO and SEO
Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity
$275,000+ first year compensation package
Requirements
Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
1877
Succession Planning
Overview
Top Tier National Registered Investment Advisor seeks a Market Leader in the Berkely/Walnut Creek region to manage and mentor the local teams of Wealth Advisors while leading the continued buildout of the region through organic growth.
Highlights
Manage, lead and coach a team of ~10 Wealth Advisors in a 2B+ AUM region, while serving as the Lead Wealth Advisor to a select group of high net worth and ultra high net worth clientele
Collaborate with advisors to lead the buildout of the region, running point on leads sourced through custodial referral channels, centers of influence, digital leads, GEO and SEO
Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity
$275,000+ first year compensation package
Requirements
Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
1877