Our client is a globally recognized, independent wealth management firm with a distinguished track record of serving Ultra-High Net Worth individuals, families, and multi-generational family offices. With a steadfast commitment to delivering sophisticated, conflict-free advice, the firm provides comprehensive wealth management solutions that address the complex needs of the world's most affluent clients.

Backed by a global footprint and deep institutional capabilities, this firm offers its Advisors an exceptional platform that includes exclusive access to private markets, a robust alternative investment offering, and a fully integrated support network designed to empower Advisors and elevate the client experience.

What Makes This Opportunity Unique:

• Access to a UHNW-focused advisory platform with significant resources and global capabilities

• Industry-leading payout options for experienced Advisors

• Comprehensive benefits package and a strong long-term incentive program

• Exclusive access to private markets and alternative investment solutions

• Robust CSA and operational support to streamline your practice

• Entrepreneurial culture that values advisor autonomy and client-first service

• Opportunities to build equity and enterprise value within the organization

Primary Responsibilities:

• Serve as a trusted advisor to UHNW clients, delivering bespoke wealth management and advisory solutions

• Design and implement complex investment strategies utilizing private markets, alternatives, and traditional assets

• Leverage the firm's global resources and institutional-quality investment platform to serve client needs

• Foster deep, enduring relationships with clients by providing holistic financial, estate, and legacy planning advice

• Source new UHNW relationships through a proactive and strategic business development approach

• Collaborate with internal wealth planners, investment strategists, and family office specialists

• Maintain the highest fiduciary standards and commitment to delivering objective, client-centric advice

• Engage in ongoing professional development and participate in firm-wide strategic growth initiatives

Ideal Candidate Profile:

• Minimum of 10+ years of experience advising UHNW individuals, families, or family offices

• Demonstrated success in business development and client relationship management at the UHNW level

• Deep understanding of alternative investments, private markets, and complex wealth management strategies

• Entrepreneurial mindset with a desire to grow within a global, independent advisory platform

• Strong technical knowledge in investments, wealth planning, tax-efficient strategies, and family office dynamics

• Exceptional communication, interpersonal, and relationship management skills

• FINRA Series 65 or equivalent licenses preferred (or ability to obtain)

• U.S. work authorization required

Locations:

• New York, NY

• Flexibility for qualified Advisors in additional markets

Compensation & Benefits:

• Industry-leading payout options

• Long-term incentive and equity participation programs

• Comprehensive benefits package

• Full operational and client service support

• Exclusive access to private market and alternative investment opportunities

• Global resources and platform scale tailored for UHNW clientele

This opportunity is ideal for experienced UHNW Advisors seeking to elevate their practice within an elite, independent advisory environment, backed by unparalleled resources and economic potential.

Please apply for a confidential conversation about this opportunity.