Leah Yosef International · 1 week ago
Director Wealth Management
Portland, Oregon Metropolitan Area
Full-time
Onsite
Director/ExecutiveLeah Yosef International is a top tier national registered investment advisor seeking a Market Leader to serve as the Lead Wealth Advisor. The role involves mentoring a local team of Wealth Advisors and leading the growth of the region through strategic initiatives and business development.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
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
Qualification
Required
Experience as a Lead Wealth Advisor to high net worth and ultra high net worth clientele
Ability to mentor a team of Wealth Advisors
Experience in leading a multi-billion dollar team
Proven track record in business development and organic growth
Experience in cultural integration of acquired wealth management practices
Ability to collaborate with business development professionals
Participation in regional and executive leadership teams
Strong communication and leadership skills
Benefits
Competitive compensation package including a significant base salary
Performance and profit-based bonuses
Business development incentives
Equity ownership
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
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