Welcome to our Jobs Page!



RMG Associates is an executive search firm specializing in Private Wealth Management.
Our clients are Family Offices, Multifamily Offices, Private Asset Management firms,
and independent “boutique” firms servicing High Net Worth/Ultra High Net Worth family clients


All applications and inquiries will be held in the strictest of confidence.


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>>MANAGING DIRECTOR, CFO SERVICES

Location:  Denver


We have been retained by a client who is seeking a Managing Director, CFO Services for their new regional office in Denver, CO.  The firm was co-founded by two prominent wealth management and investment principals who joined their private family offices. This is an exceptional early-stage opportunity with an independent privately-held firm whose executive leadership is among the most recognized in the industry.     
The Managing Director, CFO Services (MDCFOS) will be part of a regional family office team. The MDCFOS will serve as the clients’ chief family financial officer and manage client business, family office and personal financial data. He or she will be responsible for a critical discipline as a member of a dynamic team that offers a holistic wealth management/family office platform delivery. The MDCFOS will provide comprehensive financial management and planning services including: financial oversight, risk management, customized net worth and cash flow reporting, and tax reporting coordination.
A CPA is highly recommended and the ideal candidate will have prior accounting and CFO experience within a family-owned business or a family office, or worked with clients who fit that profile. The ideal candidate must be able to review income tax planning and compliance for HNW individuals, trusts, closely-held businesses, and pass-through entities. He or she should have general knowledge of estate/gift planning, wealth transfer strategies, and charitable planning strategies.
The MDCFOS will help grow the UHNW family office practice in the region by contributing to new client development.  The MDCFOS will be part of a highly collaborative multidisciplinary regional team and participate in a team-based compensation program. Cultural fit is as important as investment qualifications.  The MDCFO will work in a collegial team environment that focuses on impeccable client service delivery and demonstrate “confidence, not arrogance”.  
Minimum Qualifications:
  • 15+ years’ experience within family office, family owned business, wealth management/financial planning firm, public accounting firm or other relevant experience working with UHNW clients
  • Bachelor’s degree; related Master’s degree preferred; CPA highly preferred; other professional designations recommended (CFP, CFA, JD, etc.).
  • Ability to create, analyze and review financial documents, including income statements, balance sheets and tax returns
  • Proficiency in general ledger accounting and related software systems; advanced MS Excel skills.
  • Experience with an investment portfolio data aggregation and reporting platform preferred.
  • Comfortable navigation of the entities typically used for planning purposes, including Partnerships, Trusts, Limited Liability Corporations, C & S Corporations, etc.
  • Ability to analyze and provide solutions relative to income, gift and estate tax planning
  • Highly developed soft skills necessary to work intimately with families on highly sensitive, complex and confidential matters
To apply, please submit your resume to jeannie@rmgassociates.com. For more information for qualified candidates, please call Buzz Bray at (206) 402-3401. Inquiries and applications will be held in strict confidence.

>>Managing Director of Investments

Location:  San Francisco


We have been retained by a client who is seeking a Managing Director of Investments for their new regional office in San Francisco, CA.  The firm was co-founded by two prominent wealth management and investment principals who joined their private family offices. This is an exceptional early-stage opportunity with an independent privately-held firm whose executive leadership is among the most recognized in the industry.     

The Managing Director of investments (MDI) will be an “outsourced” regional CIO for clients.  Candidates must have a successful and visible background in consultative investment management; and he or she must have the entrepreneurial spirit to help build and lead the region.  It is also crucial that the MDI has a background as a consultative investment advisor managing UHNW or institutional client relationships.  The MDI will be part of a highly collaborative and collegial multidisciplinary regional team that focuses on impeccable client service delivery.  Cultural fit is as important as investment qualifications and the MDI must practice “confidence, not arrogance”. 

The investment focus of this group is delivering a client-first, fully transparent and aligned investment model, including providing alternative investments products and direct private investments for their clients. The MDI will implement, monitor, and maintain investment philosophy for an open-architecture environment.  This will include the development of the family investment policy, asset allocation, ongoing performance monitoring and evaluation, and will have extensive face-to-face interactions with UHNW clients.  The MDI should have experience in public markets, hedge funds, private capital and direct investments. 

Experience and Requirements:
  • Minimum of 10+ years of experience in a consultative investment role with demonstrated success in managing relationships with and delivering advice to ultra-affluent clients, business leaders and/or large institutional investors.
  • Bachelor’s degree required; CFA designation and/or CAIA preferred.
  • Investment advisory experience should include all aspects of the investment management process including objective setting, asset allocation and investment policy, strategy, implementation, and on-going monitoring and evaluation
  • Possess a deep understanding of complex investment solutions including absolute return strategies, private capital funds, real estate and direct investments
  • Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs

Demonstrated experience in contributing to business development

For confidential consideration please forward your resume to jeannie@rmgassociates.com.  Candidates who meet the criteria may call Buzz Bray for a confidential discussion at 206-402-3401.

>>PARTNER, MANAGING DIRECTOR NATIONAL SALES, WESTERN REGION

LOCATION: San Francisco, CA

We have been retained by a client who is seeking a Partner, Managing Director of National Sales, Western Region (Partner, MDNS) for their new regional office in San Francisco.  
This is an exceptional early-stage opportunity with an independent, privately-held firm founded by two prominent private equity veterans.  This firm focuses on family clients with significant wealth ($100M+), often clients with family offices.  The executive leadership is among the most recognized and successful in the wealth management industry.  The ideal candidate must be poised to be a significant contributor to the growth of the regional office in a highly visible, crucial role.  The strategy, vision and long-term commitment of this firm make this a rare career opportunity for a talented and qualified candidate. 
The Partner, MDNS will lead new client ultra-high net-worth (UHNW) business development efforts throughout the region.  He or she will be responsible for developing new UHNW private client business and will be actively engaged with prospective clients and centers-of-influence. The ideal candidate must have a proven track record in generating new business and a have a robust existing network of decision makers. Applicants must also possess strong leadership skills and be able to make an immediate contribution to the growth and success of the region and overall business.  The compensation includes highly competitive cash compensation as well as partnership equity. 
The Partner, MDNS can expect to work in a fast-paced, collaborative environment with other top industry professionals providing a range of services including:
  • Strategic and tactical consulting services for clients that manage wealth as a family enterprise
  • Asset management, thematic investing, impact investing; comprehensive risk assessment and management
  • Net worth management, administration and comprehensive reporting
  • Family enterprise administration, operational support and consulting including business succession planning and transition management
  • Family philanthropy and impact investing; family and business history exploration; estate and tax planning
  • Family communication planning and implementation; family education and leadership development including governance and role clarification
Minimum Requirements:
  • Bachelor’s degree required; advanced degree and/or credentials including MBA, JD, CFP, CPA or CFA preferred. 
  • 10+ years of advisory experience in wealth management including deep, direct experience with UHNW clients.
  • Ability to thrive in a highly collaborative, team-based Partner culture with peers who are highly educated and experienced within this market segment.
For confidential consideration please send your resume to jeannie@rmgassociates.com.  Candidates who meet the above criteria, may call Buzz Bray at 206-402-3401.

>>REGIONAL MANAGING DIRECTOR

LOCATION: Chicago, IL


We have been retained by a leading national multifamily office to find a Regional Managing Director (RMD) for their new regional office in Chicago, IL.  The RMD will build and lead a regional team serving ultra-high-net-worth family clients. 
This is an exceptional early-stage opportunity with an independent, privately-held firm founded by two prominent private equity veterans.  The ideal candidate will be poised to be a significant key contributor to the growth and development of the regional office.  The strategy, vision, and commitment of this firm make this a rare career leadership opportunity for a talented and qualified candidate. 
The RMD will build and lead a regional team serving ultra-high-net-worth family clients.  He or she will have a leading role in business development and client relationship management for the region.  Additionally, the RMD will build and lead a team of dynamic wealth management professionals.   The ideal candidate will have strong entrepreneurial instincts and be a confident manager who is able to lead and to champion the team to success.  He or she must be an excellent active listener with the proven ability to build effective relationships internally and externally.  The phrase “confidence not arrogance,” represents the culture of the firm, and it is imperative that the RMD be a natural cultural fit. 
The RMD should have a stellar reputation in the industry and be a voice in the community and ideally, known in the philanthropic community.  He or she must have the vision and drive to build the regional presence of a state-of-the-industry UHNW family wealth advisory.  The RMD must possess the exceptional talent to develop business with a client-first, fully transparent and aligned business model.  As a leader, the RMD will create and manage a collegial environment that focuses on impeccable client service delivered by a highly collaborative multidisciplinary team. The RMD and the regional team members will participate in a team-based compensation program.        
Minimum Requirements:
  • Minimum 10-15+ years’ experience with HNW/UHNW family clients
  • Minimum bachelor’s degree, advanced degree preferred (MBA, JD, LLM, CPA, CFA, CAIA, etc.)
  • Management and/or leadership experience in wealth management/client relationships
  • Deep familiarity with the market, clients and/or centers of influence
  • Exceptional business development and successful client relationships skills.
For confidential consideration please forward your resume to jeannie@rmgassociates.com.  Candidates who meet the above criteria may call Buzz Bray for a confidential discussion at 206-402-3401.

>>PARTNER, MANAGING DIRECTOR NATIONAL SALES, MIDWEST REGION

 Location: Chicago, IL

We have been retained by a client who is seeking a Partner, Managing Director of National Sales, Midwest Region for their new regional office in Chicago, IL. 

This is an exceptional early-stage opportunity with an independent, privately-held firm founded by two prominent private equity veterans.  The executive leadership is among the most recognized and successful in the wealth management industry.  The ideal candidate must be poised to be a significant contributor to the growth of the regional office in a highly visible, crucial role.  The strategy, vision and long-term commitment of this firm make this a rare career opportunity for a talented and qualified candidate.  

The Partner, MDNS will lead new client business development efforts throughout a multi-state region based in Chicago.  He or she will be responsible for developing new HNW/UHNW private client business and will be actively engaged with prospective clients and centers-of-influence. The ideal candidate must have a proven track record in generating new business and a have a robust existing network of decision makers. Applicants must also possess strong leadership skills and be able to make an immediate contribution to the growth and success of the region and overall business.  The compensation includes highly competitive cash compensation as well as partnership equity. 
  
The Partner, MDNS can expect to work in a fast-paced, collaborative environment with other top industry professionals providing a range of services including:
  • Strategic and tactical consulting services for clients that manage wealth as a family enterprise
  • Asset management and thematic investing
  • Family enterprise administration, operational support and consulting including business succession planning and transition management
  • Net worth management, administration and comprehensive reporting
  • Estate and tax planning
  • Family philanthropy and impact investing
  • Comprehensive risk assessment and management
  • Family and business history exploration and documentation
  • Family communication planning and implementation
  • Family education and leadership development including governance and role clarification

Minimum Requirements:
  • Bachelor’s degree required; advanced degree and/or credentials including MBA, JD, CFP, CPA or CFA preferred. 
  • 10+ years of advisory experience in wealth management including deep, direct experience with UHNW clients.
  • Ability to thrive in a highly collaborative, team-based Partner culture with peers who are highly educated and experienced within this market segment.

For confidential consideration please send your resume to jeannie@rmgassociates.com.  Candidates who meet the above criteria, may call Buzz Bray at 206-402-3401.