Head of Wealth Management
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-01-10
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-10
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management, Financial Manager, CFO -
Management
Wealth Management, Financial Manager, CFO
Job Description & How to Apply Below
Multi‑Family Office in Houston seeks a Head of Wealth to provide leadership over the local team as well as succession planning for a retiring Senior Advisor (25M+ level clientele).
No portable book of business required. Not a commissioned sales role.
The Opportunity- Impact the direction of a future growth, forward‑thinking culture, acting as a transformation champion toward becoming a premier multi‑family office.
- As the strategic leader of client relationships, orchestrate resources across the firm including holistic financial planning, investments, estate, tax, risk, and family culture & legacy needs.
- Promote teamwork within and across offices, developing and mentoring advisors.
- Drive firm growth through referrals, business development, and marketplace visibility.
- Competitive compensation package, including significant base salary, profit and performance‑based bonuses, and excellent benefits.
Director
Employment typeFull‑time
Job functionFinance, Business Development, and Accounting/Auditing
IndustriesInvestment Management, Financial Services, and Banking
#J-18808-LjbffrTo View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×