>>Managing Director of Investments

Location:  San Francisco, CA

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.