- Minimum of 10+ years 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.
- 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 delivered within a multidisciplinary team-based approach
- Experience in managing relationships with sophisticated and demanding individuals and/or fiduciaries with complex needs
- Demonstrated experience in contributing to business development
- Bachelor’s degree required; CFA designation and/or CAIA required.
Location: Southern CA (La Jolla, CA)
Our client is seeking a Managing Director of Investment Consulting (MDIC) for their office in La Jolla, CA. This person will be the regional investment strategist of a multidisciplinary team that works with family office clients, with average net worth over $300MM. This firm will consider relocating the right candidate for this opportunity.
An individual with a successful and visible background in consultative investment management along with an entrepreneurial spirit, to be part of the “early stage” team for the San Diego and Southern California region, including Los Angeles and Orange County. This national firm is one of the fastest growing and widely respected in the family office industry. Their executive leadership, strategy, vision, and commitment to UHNW wealth advisory makes this a unique and rare business model. The regional team consists of other senior consultants in disciplines such as legacy and multi-generational planning, governance, education, philanthropy, financial management, technology and reporting. This is a highly collaborative work culture, and cultural fit is as important as investment qualifications and a slogan commonly used within this firm to describe their culture is “confidence, not arrogance”.
The MDIC must have extensive background in investment management and advisory with UHNW client families and/or institutional investors (foundations, endowments, etc.). It is crucial that the MDIC has a background as a consultative investment advisor managing UHNW or institutional client relationships. Fluency with alternative investments is preferred and familiarity and experience with theme and impact investing is a plus. The MDIC will implement, monitor and maintain investment philosophy for an open-architecture environment including 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.
Experience and Requirements:
For confidential consideration please forward your resume to firstname.lastname@example.org. Candidates who meet the above criteria may call Buzz Bray for a confidential discussion at 206-402-3401.
Location: Southern CA (La Jolla, CA)
Our client is seeking a Managing Director of Private Banking based in La Jolla, CA. This is the lead private banker for a group that works exclusively with select family office clients. This firm will consider relocating the right candidate for this opportunity.
The Managing Director of Private Banking (MDPB) will be part of a multi-disciplinary team exclusively serving family office clients ($300MM+ average investible assets). The MDPB will be the senior regional banker for San Diego and Southern California (including Los Angeles and Orange County) on the team and leader for all areas related to banking for their family office clients including: lending, cash management, banking products, and services. This is a sophisticated, client-focused role and the MDPB will be the regional expert and authority for banking services for this UHNW client group.
It is imperative that the MDPB has a strong credit acumen and he or she must have comprehensive knowledge of structuring deals and will ultimately approve the underwriting content. Applicants with a UHNW, or commercial, or corporate banking background is required. They should have experience with a wide range of lending solutions including: secured and unsecured loans, lines of credit, lending of $10MM+ (investments, purchase of aircraft, fine art, etc.). The MDPB must have excellent relationship management skills and the ability to work with the team in bringing in new clients through business development efforts.
This group offers a collegial and highly-collaborative culture focused on customized holistic solutions for their family office clients and next generations. The MDPB will provide clients a strategic and comprehensive approach to wealth management with a state-of-the-industry UHNW advisory platform that includes banking, multi-generational and succession planning, family dynamics offerings including education, psychologists, and family historians, open architecture investment management, trust and estate services, technology, etc.
- 10+ years of prior experience in private, commercial, or corporate banking
- BA/BS Degree (minimum)
- Credit/underwriting experience, secured and unsecured loans
- Strong interpersonal relationship skills
- Broad knowledge of all facets of wealth management, experience with UHNW
- Solid business development skills
To apply, please submit your resume in a downloadable format to email@example.com. For more information for qualified candidates, please contact Buzz Bray at (206) 402-3401. All inquiries and applications will be held in the strictest of confidence.