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Wealth Management Director

Corporate Finance

Miami, FL, US


Exiting newly created opportunity to join a well-established and reputable registered investment advisory firm as Director of Wealth Management.

Experience: 15+ years

Education: MBA

Job Description

  • Develop and maintain relationships with High Net Worth clients (with investments of $10MM and up) and serve as the clients’ trusted advisor and primary contact for strategic advice on financial matters.
  • Analyze and apply internal policies and procedures targeted wealth management strategies and oversee development of tailored investment products.
  • Market specialized investment products (including hedge funds, mutual funds, capital markets, private equity, fixed income, derivatives, and futures), successor planning, and other wealth management services to high net worth clients.
  • Develop and adapt a disciplined sales process to convert prospects into target market clients.
  • Assemble and orchestrate resources to ensure appropriate level of client service.


  • Must have an existing book of business or possess extraordinary contacts with high net worth individuals in Latin America.
  • Experience developing relationships with and marketing specialized investment products and wealth management services to high net worth clients in specific LATAM territory.
  • MBA required
  • Bilingual, English and Spanish
  • 10 + years of Experience

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