Leah Yosef International · 10 hours ago
Director of Strategic Partnerships
United States
Full-time
Remote
Director/ExecutiveLeah Yosef International is a dynamic, rapidly growing independent RIA with over 12B in AUM. They are seeking a Director of Strategic Partnerships to service high-net-worth clients and manage M&A opportunities while cultivating relationships with advisor teams.
Asset ManagementEmploymentRecruitingStaffing Agency
Responsibilities
Serve as a primary contact for M&A opportunities, managing outreach and relationship-building with prospective sellers
Work directly with a firm partner together to clearly articulate the value proposition and partnership model
Cultivate relationships with advisor teams and external recruiters, acting as a trusted point of contact to introduce the firm’s culture, platform, and support model
Represent the firm at conferences, forums, and industry events, leveraging networks of custodians, consultants, and centers of influence to expand visibility and sourcing opportunities
Qualification
Required
A portable book of high-net-worth clientele
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