Leah Yosef International · 2 weeks ago
Market Leader, Wealth Management
LA Metro Area
Full-time
Onsite
Senior Level
$275K/yr - $275K/yrLeah Yosef International is a Top Tier National Registered Investment Advisor seeking a Market Leader for the Valencia/Thousand Oaks/West Los Angeles region. The role involves managing and mentoring a team of Wealth Advisors while driving organic growth in the region.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Manage, lead and coach a team of ~8 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
Qualification
Required
Track record of providing successful leadership to Wealth Advisors in a growth minded, client centric, entrepreneurial culture
Benefits
Competitive compensation package including a significant base salary, performance and profit-based bonuses, business development incentives and clear path to equity
Company
Leah Yosef International
Leah Yosef International specializes in executive search for RIA and investment management services.
Founded in 2017
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jordana Feinberg
Chief Operating Officer
Company data provided by crunchbase