Managing Director

Managing Director

About the Company

Independent multi-billion AUM multi-family office serving ultra-high-net-worth clients.

Industry
Financial Services

Type
Privately Held

About the Role

The Company is in search of a Managing Director to spearhead next-generation succession planning, with a primary focus on serving and expanding the client base. The successful candidate will be responsible for leading and managing relationships with ultra-high net worth individuals, families, and their associated family offices and foundations. This role is pivotal in the long-term succession planning of the firm, particularly in the NY Metro area, and requires the ability to inherit and nurture ultra-high net worth relationships. The ideal candidate will have a strong background in wealth management, with at least 15 years of experience, and a proven track record of leading client relationships in this sector.

Applicants for the Managing Director position at the company should be prepared to work in a collaborative and forward-thinking environment, where a planning-driven culture is paramount. The role involves providing bespoke investment solutions across various asset classes and advising on estate and tax planning, trust administration, wealth transfer, business succession planning, philanthropic advisory, and risk management. The company values a robust support structure and professional management, and the role offers opportunities for increased leadership within the firm over time. The role is suited to individuals with a deep understanding of the wealth management industry, particularly in the context of ultra-high net worth clientele, and who are capable of thriving in a dynamic, growth-oriented setting.

Travel Percent
Less than 10%

Functions

General Management
Business Development
Strategy