Director Wealth Management jobs in United States
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Leah Yosef International · 1 week ago

Director Wealth Management

Leah Yosef International is an Ultra-High-Net Worth Multi-Family Office investing in the Greater Detroit area, seeking a Lead Advisor at the Managing Director level to join their partnership. The role involves providing high-touch family office services and managing substantial assets under advisory, along with a focus on family governance and next-generation engagement.

Asset ManagementEmploymentRecruitingStaffing Agency

Qualification

Family office servicesReal estate optionsPrivate equityVenture capitalPrivate debtGovernance issuesEquity opportunityHigh touch serviceCoachingEngagementHealthWellness

Required

10 billion Assets Under Advisory (100 million – 1B+ level net worths clientele)
High touch Family office services, including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
Experience in family governance issues, including next-generation engagement through executive and personal coaching and health and wellness initiatives
Ability to offer extremely competitive payouts with an immediate equity opportunity

Benefits

High touch Family office services, including private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
The Firm excels at family governance issues, including next-generation engagement through executive and personal coaching and health and wellness initiatives
The firm offers extremely competitive payouts with an immediate equity opportunity

Company

Leah Yosef International

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Leah Yosef International specializes in executive search for RIA and investment management services.

Funding

Current Stage
Early Stage

Leadership Team

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Jordana Feinberg
Chief Operating Officer
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Company data provided by crunchbase