President - Wealth Management

**Location**: On-site - Florida, United States
**Compensation**: Competitive, commensurate with experience and performance

**About the Company**

We are a Registered Investment Advisor (RIA) and Multi-Family Office focused on building resilient, all-weather portfolios designed to minimize drawdowns and compound long-term returns. Our investment approach places a strong emphasis on alternative investments, including commercial real estate, private equity, and non-correlated strategies, with the goal of creating durable value for high-net-worth clients.

**About the Role**

We are seeking an experienced investment advisor with a deep understanding of alternative investments and portfolio construction. This role is ideal for a forward-thinking financial professional who aligns with a non-traditional approach to wealth management and has a proven ability to grow and manage high-net-worth (HNW) client relationships.

**Key Responsibilities**

**Client Acquisition & Relationship Management**
- Source, onboard, and manage HNW and ultra-HNW clients, contributing at least $50M+ in AUM
- Deliver customized wealth management solutions aligned with alternative and non-traditional investment strategies
- Maintain and expand existing client relationships while identifying new business opportunities

**Investment Strategy & Execution**
- Construct and manage portfolios using all-weather, diversified investment strategies beyond traditional stocks and bonds
- Oversee trade execution and portfolio rebalancing based on market conditions and client objectives

**Required Qualifications**
- CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation
- Demonstrated track record of managing and growing client assets ($50M+ AUM)
- Minimum of 5 years of experience in client coverage and relationship management
- Experience executing trades across multiple asset classes
- Strong understanding of equity and debt markets, derivatives, and real estate investments
- Ability to challenge conventional wealth management frameworks and adapt to non-traditional strategies

**Preferred Qualifications**
- Experience with fundamental and quantitative investment analysis
- Knowledge of hedge funds and alternative investment vehicles
- Strong financial modeling and macroeconomic research skills

**This Role Is Not a Fit For**
- Traditional wealth managers who rely solely on stock-and-bond portfolios
- Professionals entrenched in a “60/40 portfolio” mindset
- Individuals unwilling to challenge conventional investment thinking
- Advisors unable to bring client assets to the firm

**What We Offer**
- Competitive, performance-driven compensation
- Clear growth path, including potential advancement to a CIO role
- High-impact work within a firm that challenges traditional wealth management norms
- Collaborative culture focused on innovation and long-term value creation

Tipo de puesto: Tiempo completo

Sueldo: $200,00 - $300,00 al mes

Lugar de trabajo: Empleo presencial