Senior Relationship Manager Wealth Advisor

Senior Relationship Manager Wealth Advisor

3 days ago

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This range is provided by Ascendo Resources. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

$/yr - $/yr

• Annual Bonus
• Direct message the job poster from Ascendo Resources

A fast-growing, advisor-owned wealth management firm is expanding its independent RIA platform and seeking experienced wealth professionals who want to scale their practice with stronger resources, maintain full ownership of client relationships, and pursue a clear path toward equity participation. The platform serves high-net-worth families across the U.S. and Latin America, offering bespoke wealth-management and family-office capabilities designed for long-term advisor success.

• Independence: Build and operate your practice under a registered investment advisor while keeping complete ownership of your client relationships.
• Compensation & Equity Track: Competitive payout grid plus the opportunity to earn equity as production milestones are reached.
• Transition Support: Dedicated compliance, operations, and marketing teams handle repapering, custodian transfers, and client communications to ensure a smooth transition.
• Growth Support: Access to capital, lead-generation initiatives, multilingual marketing resources, and strategic events tailored to Latin American HNW markets.

• Serve as a fiduciary advisor delivering holistic investment management, tax‑aware strategies, and estate‑transfer planning.
• Strengthen existing UHNW relationships while organically developing new client and family‑office opportunities.
• Utilize model portfolios or collaborate with the investment team to design customized mandates.
• Maintain strict adherence to SEC compliance standards.
• Participate in thought leadership and mentor junior advisors.

• 5+ years advising high-net-worth or family-office clients with a strong business‑development background.
• Entrepreneurial, client‑focused mindset with cultural fluency in Latin American markets.
• Clean compliance record (U4/U5) and strong ethical reputation.
• Series 65/66; advanced designations such as CFP®, CFA®, CIMA®, or similar are preferred.

• Full Open Architecture: No product quotas and access to a wide array of global public and private‑market solutions.
• Multi‑Custodian Access: Institutional pricing and best‑in‑class tools (e.g., Addepar, eMoney, institutional research).
• Investment & Research Resources: Dedicated specialists in fixed income, equities, and alternatives supporting portfolio construction and due diligence.
• Family‑Office Infrastructure: High‑touch onboarding, portfolio consolidation, and multigenerational planning capabilities.
• Collaborative Culture: Entrepreneurial, multicultural team environment headquartered in South Florida.

Mid‑Senior level

Full‑time

Finance and Customer Service

Investment Management

• Medical insurance
• Vision insurance

Miami, FL

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