UHNW Wealth Advisor

UHWN Wealth Advisor

Multi-Family Office

Midtown

Overview

Dynamic, fast-growing Multi-Family Office is seeking a Ultra High Net Worth

Relationship Manager to serve 20M+ level clientele with a focus on developing and implementing complex wealth transfer and tax mitigation strategies for UHNW families.

Key Responsibilities

• This role partners directly with the founder and the firm's members in an ensemble practice to manage all aspects of ultra-high net worth client relationships


• Deliver comprehensive tax planning, estate planning, and overall wealth strategy


• Collaborate with external advisors including estate planning attorneys, accountants, and other tax professionals


• Partner with internal investment and operations teams to deliver integrated investment planning and client service


• Maintain a strong client-first focus, emphasizing client satisfaction and retention

Firm Highlights

• Fast-growing, collegial culture with strong operational, investment, and planning support


• Growth-oriented environment encouraging continued development of skills and credentials


• $250,000+ first year cash compensation


• Long-term opportunity for revenue participation

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