Senior Wealth Manager

Senior Wealth Advisor – Wealth Management Platform Leadership

Location:

New York, NY

A nationally recognized professional services firm with an established Registered Investment Advisor (RIA) platform is seeking a Senior Wealth Advisor to serve in a leadership capacity for its Wealth Management division in New York.

This individual will play a pivotal role in building, leading, and expanding the wealth management platform
, with a focus exclusively on ultra-high-net-worth (UHNW) individuals, families, trusts, and family entities
.

The role combines client leadership, business development, team mentorship, and strategic platform growth. This is an opportunity to influence direction, scale a division, and help shape the long-term vision of the wealth advisory practice within a fiduciary, relationship-driven environment.

The Senior Wealth Advisor will serve as a senior leader of the New York wealth management platform, acting as a primary advisor to UHNW clients while driving strategic growth initiatives.

This role requires a professional who can:

• Lead complex UHNW client relationships
• Generate and transition significant assets
• Develop COI channels and referral ecosystems
• Mentor and recruit advisory talent
• Partner closely with firm leadership to scale the platform

• Serve as lead advisor to UHNW individuals, multigenerational families, trusts, and family entities
• Develop and execute strategic growth initiatives for the New York wealth management platform
• Build, maintain, and transition a book of business
• Drive new asset growth through COI relationships, referrals, and strategic networking
• Oversee and manage an active sales pipeline
• Mentor and develop advisors and support staff
• Participate in recruiting and expansion of the advisory team
• Collaborate across advisory disciplines to deliver sophisticated, integrated financial plans
• Foster a culture of accountability, integrity, and high performance
• Contribute to the long-term strategic vision of the wealth management division

• Bachelor’s degree in Finance, Business, Economics, or related field
• Series 65 required
• 10+ years of wealth management experience
• Demonstrated leadership within a wealth advisory or private wealth environment
• Proven success in building, growing, and transitioning a book of business
• Extensive experience advising UHNW clients and complex family structures
• Strong business development and asset‑gathering track record
• Ability to lead, mentor, and develop advisory professionals
• High emotional intelligence, integrity, and fiduciary mindset
• Strong executive presence and decision‑making ability

• Experience with in an RIA or independent advisory platform
• Established COI network in the New York market
• Insurance licensing a plus

• Leadership influence within a growing wealth management division
• Backing of a nationally recognized professional services firm
• Fiduciary RIA structure
• Platform support with autonomy to build
• Long-term growth and succession opportunity