Managing Director - Multi - Billion Boutique Wealth Management Firm
: Job Details :

| More JOB DESCRIPTION Job #: Job #: 24694 Status: Status: Active Title: Job Location: Job Location: NYC , NY Base Compensation: Base Compensation: $ 350,000  â  $425,000 Total Compensation: Total Compensation: $400,000 â  $500,000+ Is Employer Willing to Relocate?: Is EmployerWilling to Relocate?: Yes Employment Type: Employment Type: Full Time / Direct Hire Job Categories: Job Categories: Tax ; Wealth Management - Asset & Investment; Wealth Management - Personal Trust; Wealth Management - Trust Tax WHY IS THIS A GREAT OPPORTUNITY?Multi-Billion Boutique Wealth Management Firm in NYC seeks Managing Director to work directly with the CEO and serve as the lead relationship manager and technical resource to existing high net worth and ultra high net worth clientele. The current partners will be retiring and transitioning out over the next few years and are actively seeking to build the next generation management and leadership team.The Firm is Fee-Only and enjoys full wallet share of the clients' investable assets. There are no product sales and the MD's act as holistic unbiased advisors to their clients. The focus is not only on guidance, but also implementation in every aspect of investment, trust and estate, financial and tax planning.The role will offer the opportunity to work closely with the CEO and other MD's in developing staff, strategic growth initiatives and positioning the firm for continued long term success.JOB DESCRIPTIONThe focus is not only on guidance, but also implementation in every aspect of investment, trust and estate, financial and tax planning.QUALIFICATIONSSeeking candidates that have begun their career in a law or CPA firm and developed their investment acumen at another financial services firm.Advanced degree required.Total Years of Experience:9-10+APPLY NOW FOR THIS JOBOur recruiters are currently seeking to fill this position and hundreds like this in our network. If you are a match you'll be contacted with additional details.We value your privacy and will never share your information with any employer without your consent.Send your profile and resume to the recruiter who posted this job. You may include a cover letter to introduce yourself.#J-18808-Ljbffr