- 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.
Managing Director of Investment Consulting
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 jeannie@rmgassociates.com. Candidates who meet the above criteria may
call Buzz Bray for a confidential discussion at 206-402-3401.
Job Keywords:
asset allocation,
CA,
CAIA,
CFA,
investment advisor,
Los Angeles,
Multi-Family Office,
open architecture,
Orange County,
Portfolio Manager,
San Diego,
UHNW
>>Managing Director of Private Banking
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.
Qualifications:
- 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 jeannie@rmgassociates.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.
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