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|Job Location:||New York City, New York - United States|
|Salary:||$400,000.00 - $600,000.00 - US Dollars - Yearly|
|Other Compensation:||Above Average Benefits|
|Employer Will Recruit From:||Nationwide|
Managing Director - Focus on high-touch client service and in-depth technical advice - New York, NY
Boutique RIA in NYC seeks a Managing Director with an advanced degree(Masters or JD) and technical expertise in tax, trust and estate, and investment advisory services.
Founding partners will be retiring shortly and are actively seeking to build the next generation management and leadership team. This role reports directly to the CEO and is critical to the succession plan of the firm
The Firm is Fee-Only and enjoys full wallet share of the clients' investable assets. The focus is not only on guidance, but also implementation in every aspect of investment, trust and estate, financial and tax planning.
No product sales; emphasis on client service and technical consulting versus increasing AUM.
Requires 15+ years of experience in a holistic planning environment,