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Jordana Feinberg
RIA Executive Search | Delivering Premier Talent to RIA's, Single Family & Multi-Family Offices Nationwide
Ultra High Net Worth Financial Advisor
Multi-Family Office
Overview
Ultra-High-Net Worth Multi-Family Office is investing in the Greater Philadelphia office and seeking a Lead Advisor, Managing Director level, to join the partnership and lead expansion efforts.
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
Extensive support from the partners and founders of the firm to assist in closing ultra-high net worth business (50M+ level clientele)
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 initiates
The firm offers extremely competitive payouts with an immediate equity opportunity
Requirements
Experience sourcing new ultra-high-net-worth clients
Seniority level
Director
Employment type
Full-time
Job function
Finance, Strategy/Planning, and Business Development
Industries
Banking, Financial Services, and Investment Management
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