RMG Associates is a national executive search firm specializing in private wealth management.  Our client is seeking a Managing Director, Wealth Strategist (MD) for their UHNW division based in San Francisco, CA. This division, within a prominent, nationally-known financial institution, exclusively services UHNW clients with net worths in excess of $25MM. This is a truly exceptional opportunity, to be part of the “ground floor” and contribute to building the UHNW division of this Top 10 US-based financial institution. The executive leadership, strategy, vision, and commitment from the institution makes this a rare career opportunity for a talented and qualified candidate to make an impact and help build the division to national prominence. This individual will be a key contributor to the new San Francisco office.

By integrating both qualitative and qualitative elements into exercises, education and planning, the mission of the UHNW planning group is to help families and individuals flourish and secure a thriving legacy that is supported by their shared visions, values and talents. Candidates must have deep, multigenerational consultative experience in family advisory including: wealth planning/coordination, family risk management, family governance, stewardship and family education, and trust administration.

The MD will work with families as a subject area expert in estate planning, multigenerational planning, family governance, and trust and fiduciary advisory. MD will not perform trust administration, but will serve as the key office representative to the centralized trust administration function. The MD will be the main point of contact and general subject matter expert in the wealth planning relationship with the client.  The MD will participate with and be supported by a national advisory team containing tax, legal and financial planning professionals as well as professionals in the field of wealth and family dynamics. The national team will provide analysis, research, technical support and subject matter expertise in both traditional quantitative planning and non-traditional qualitative planning.

Client relationship skills will be crucial in developing insight and understanding of the needs, planning, and dynamics of the family. He or she will work with specialists in a dynamic UHNW team/platform that provides: open architecture investment management; personalized and sophisticated banking; estate, tax, trust planning and fiduciary services; governance and family education; accounting and bookkeeping, and other services depending on the needs of the family.

Minimum Requirements

• Minimum 10+ years Wealth Planning/Strategy with HNW/UHNW family clients
• Minimum 10+ years Estate/Multigenerational Planning
• JD, LLM, CPA (at least JD or CPA)
• Wealth transfer and trust/fiduciary knowledge/experience within context of HNW/UHNW
• Proven business development and/or client relationship management focus
• Tax knowledge preferred 
• Family business experience in planning or consulting preferred