We are continuing to work with the top-tier, high-touch global investment firm / multi-family office known for its specialized approach to the markets, with in-house private equity, venture capital, real assets, and a philanthropic platform built upon a remarkable community of influential leaders across sectors.
We are in search of a SVP based in New York for their financial advisory team.
This person will ideally have ~15+ years of experience working within the UHNW wealth management industry and have a passion for the markets, portfolio management, asset allocation, problem solving, and client service. Successful candidates will have a deep expertise in investment management, trust and estate planning, and tax optimization, with a demonstrated ability to oversee complex portfolios and risk strategies.
The firm offers a competitive compensation package, including a strong salary in the $250,000 - $350,000 range, an exceptional bonus based on performance (~100-150%), and comprehensive benefits.
If you want to stay relevant and connected to talent through the financial mediums they use most, there is no other talent solution that has the reach and efficiency of Litney Partners.