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Senior Wealth Manager- Single Family Office
Job in
Detroit, Wayne County, Michigan, 48228, USA
Listed on 2026-01-12
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Wealth Management -
Management
Wealth Management
Job Description & How to Apply Below
Senior Wealth Manager - Single Family Office
4 days ago Be among the first 25 applicants
A prestigious, Single-Family Office based in the Midwest is seeking a Senior Wealth Advisor for a select number of ultra high net worth families.
Highlights- Oversee the full suite of wealth management, investment advisory, and lifestyle management services for several 100M+ level households, providing high-touch day-to-day support on all aspects of personal and business wealth.
- Serve as a trusted advisor across investment, estate, tax, philanthropic, and lifestyle matters in a collaborative, high-integrity environment.
- Serve as the central point of communication, liaising between in-house teams and external professionals to ensure execution of all services.
- Promote operational excellence by identifying opportunities to enhance efficiency and client experience.
- 10+ years of wealth management experience, inclusive of lead advisor experience with ultra high net worth clientele (25M+ level investable assets, 50M+ level net worth).
Mid-Senior level
Employment typeFull-time
Job functionFinance, Business Development, and Accounting/Auditing
IndustriesInvestment Management, Financial Services, and Banking
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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