- 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.
>>REGIONAL MANAGING DIRECTOR
Location: Denver, CO
We have been retained by a leading national multifamily office to find a Regional Managing Director (RMD) for their new regional office in Denver, CO. 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.
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.