Get AI-powered advice on this job and more exclusive features.Co-Founder of Alpha Careers LLC, a Private Wealth Management search firm

Company DescriptionAlpha Careers is a retained national executive search firm exclusive to the Private Wealth space. We place senior-level professionals at RIAs, private banks, investment firms, and MFOs nationwide.Role DescriptionThis is a full-time role for a Managing Director at a $45B RIA located in Portland, Oregon. The Managing Director should be a planning-focused private wealth advisor with experience working with existing clients in addition to leading the firm’s growth and expansion with clients >$5M in the Portland market. Very attractive compensation package includes a robust salary + annual bonus + incentive pay.Qualifications10+ years of experienceRobust network of Centers of InfluenceFinancial Planning experienceProven track record of identifying and closing new client relationships > $5MMClient Relationship Management skillsSeniority level

ExecutiveEmployment type

Full-timeJob function

Business Development and SalesIndustries

Education

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