Leah Yosef International · 1 week ago
Director Wealth Management
Greater Philadelphia
Full-time
Onsite
Director/ExecutiveLeah Yosef International is a Multi-Billion AUM Multi-Family Office focused on Ultra High Net Worth clients. They are seeking a Senior Wealth Advisor to provide comprehensive wealth management advice and source clients through an extensive referral network and digital leads.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
Robust alternative platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
The firm offers high touch Family Office Services including personal CFO services, private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
Qualification
Required
10B+ AUA Ultra High Net Worth focused Multi-Family Office experience
Experience as a Senior Wealth Advisor providing comprehensive wealth management advice
Ability to source clients from an extensive and successful internal RIA referral network
Experience with digital lead sourcing and a proven model for sourcing digital leads
Knowledge in tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning, and investment management
Experience with robust alternative platforms including direct real estate options, direct private equity, venture capital, and private debt
Ability to provide high touch Family Office Services including personal CFO services, private aviation, household staffing, yacht acquisition, equestrian services, philanthropic support, and fine art advisory
Preferred
Experience with a digital close rate of 60-70%
Experience in a Multi-Family Office setting
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