Managing Director, Wealth Advisor
Created at: August 12, 2025 00:13
Company: Oliver James Associates
Location: New York, NY, 10001
Job Description:
We've been exclusively retained by a leading independent global wealth and alternatives management platform to identify an experienced Wealth Advisor to join their growing U.S. presence. This firm serves ultra-high-net-worth individuals, multigenerational families, and entrepreneurs with a full suite of endowment-style investment management, estate planning, family office services, and impact solutions. This is a rare opportunity for a senior advisor to transition into a sophisticated, purpose-…