Who Are We?

We are team of like minded folks on a mission to better invest our partner families time and money.

What's the job description?

This is rare opportunity and role to be part of the early founding team. Responsibilities will be wide but have a primary focus on typical UHNW private client activities, The ideal candidate is a consummate professional who develops and monetizes relationships and manages high level, sophisticated clients.

What Will Your Responsibilities ?

Build and maintain long term relationships with clients, prospects and COIs.

Able to effectively manage approximately $100M+ in ultra high net worth assets.

An entrepreneurial approach of building a business with the support of our operations and investment team functions.

Collaborate lBest in Class Service providers to identify opportunities and deliver solutions.

Deliver exceptional client service and experience.

Meet clients needs and inquiries including financial and investment affairs' trust and broad knowledge of estate and tax planning

What Do You Need?

Bachelor's degree required in Business, Finance or related field; advanced degree(s) a plus

MBA, CFP or CFA is a plus;

5+ years of experience serving clients in ultra-high net worth industry.

Series 65 required or within 90 days of employment.

Deep knowledge of capital markets and investments across asset classes including hedge funds, private equity, direct real estate, and commodities.

Excellent verbal and written communication skills.

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