Managing Director - Senior Portfolio Manager

Senior Wealth Advisor, 100m+ Level Clientele Succession Planning, Southeast Florida Overview Ultra-High-Net-Worth focused Scalable Single Family Office Model seeks a client-facing Senior Wealth Advisor as part succession planning for a founding partner. Opportunity to own a dedicated book of ultra high net worth client relationships (100M+ level clientele) within a partner-led team, managing portfolio construction and client communication with a high degree of autonomy. Highlights Inherit UHNW relationships to serve as the Senior Wealth Advisor to domestic and international families with $25M+ in investable assets (average client size north of $100M) The Firm has achieved 25%+ year over year growth with a minimal marketing presence The firm has a strong track record of internal promotion and long-term retention of top talent. Collegial, forward-thinking culture with excellent benefits