Market Leader- Wealth Management
leah yosef internationalPortland (ME)
Market Leader- Wealth Management
Posted today
leah yosef internationalPortland (ME)
SENIORITY
Manager
About the role
Top Tier National Registered Investment Advisor / Multi-Family Office seeks a Market Leader to serve as the Lead Wealth Advisor to the most complex and sophisticated clientele, mentor the local team of Wealth Advisors, and lead the continued buildout of the region through organic growth. Immediate equity opportunity.
The Opportunity:
- Lead a multi-billion dollar team of 8 Wealth Advisors in provide best in class service to high net worth and ultra high net worth clientele
- Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
- Help identify and lead the cultural integration of acquired wealth management practices
- Collaborate with dedicated business development professionals to lead the buildout of the region through custodial referral channels and centers of influence
- Opportunity to participate as a contributing member to regional and executive leadership teams through committees and strategic initiatives
- Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and equity ownership
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.