Senior Wealth Manager

Senior Wealth Manager

2B+ AUM RIA

Overview

Dynamic, fast growing 2B+ AUM Independent RIA is seeking a Senior Wealth Manager to source and develop relationships from custodial referral channel leads.

No cap on upside. Long term payouts in perpetuity.

Highlights

• Top 25 firm in the WAS custodial referral program channel
• Opportunity for overrides while assisting Financial Advisors nationwide to close business.
• Above market payout in perpetuity on all AUM
• Strong access to alternatives platform inclusive of fully vetted direct real estate options, direct private equity, venture capital, and private debt
• The Firm has been growing consistently year over year with a fast-paced, collegial culture, and extensive operational, investment, financial planning and relationship management support.

Requirements

• 7+ years of experience advising high-net-worth clientele on all aspects of wealth and investment management.

• Success sourcing and closing business within a custodial referral channel preferred (SAN or WAS).