| Location: |
NY-NYC
Mid-Atlantic (DE, DC, MD, NJ, NY, PA, VA & WV) |
| Salary Range: |
250,000 - 300,000 |
| Total Compensation: |
500,000+ - 500,000+ |
| Job Description: |
Relationship management for selected family office clients, providing client guidance on investment policy, portfolio implementation, wealth transfer strategies, charitable efforts, real estate activities, family governance, heritage, and legacy matters. Be an integral part of the firm’s leadership in the development and acquisition of new family office client relationships sourced from their own network or presented to the firm through its existing activities. Provide direction to the firm in achieving its strategic goal of becoming a premier national family office. |
| Education and Certifications/Licenses: |
Bachelor's, None, None |
| Mandatory Minimum Qualifications: |
~Requires 20+ years of related experience, family office experience a plus ~In depth knowledgeable of generational wealth transfer strategies, investment policy design, portfolio management, charitable administration, and family legacy matters ~Established track record of building personal long term relationships with ultra high net worth clientele to provide customized advice in a wide array of areas ~Ability to develop new client relationships with individuals or families in the ultra high net worth arena ~Strong Rolodex |
| Preferred Qualifications: |
Prefer someone to have 16+ Years of experience. |
| Benefits: |
standard
|
| Overnight Travel: |
25 - 50% |
| Relocation Assistance: |
No |
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