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Managing Director, Wealth Management Partner
Managing Director, Wealth Management PartnerJamie Grayem • Boston, MA, United States
Managing Director, Wealth Management Partner

Managing Director, Wealth Management Partner

Jamie Grayem • Boston, MA, United States
[job_card.30_days_ago]
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  • [job_card.full_time]
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Managing Director, Wealth Management Partner

Remote

A premier, independent multi-billion dollar RIA / Hybrid Platform is conducting a confidential search for an elite, established Wealth Manager to join the firm as a full Partner. This organization was built by advisors, for advisors, with the foundational belief that a superior business model for the advisor is the prerequisite for superior client outcomes.

We blend the top-tier investment capabilities of a global leader with the personalized service and dependable culture of a boutique practice. Our goal is ambitious : To be the world's best independent wealth management organization by empowering our financial advisors to reach their full potential.

Key Affiliation and Structur e :

We offer a high-touch, independent structure that maintains a crucial affiliation with a leading national financial institution, providing institutional-level operational support and due diligence without the internal sales pressure of a wirehouse. The original firm was founded by five top wirehouse advisor teams seeking a scalable independent platform that prioritized ownership and autonomy.

Qualifications :

  • Proven Book of Business : Must have a verifiable track record of exceptional revenue generation with a portable client book of business in TTM Production / Revenue.
  • Experience : 8+ years of experience as a Financial Advisor, Wealth Manager, or Private Client Group Relationship Manager (e.g., Wirehouse, Regional Broker-Dealer, or Bank Trust).
  • Client Focus : Expertise in holistic financial planning for HNW and UHNW clients.
  • Licensing : Current and clean Series 7, 66 (or 65 / 63), and state insurance licenses.

The Partner Advantage (Ownership & Economics) :

  • Freedom from Restrictive Covenants : Operate in an environment free of non-compete agreements.
  • Uncapped Earning Potential : Benefit from a highly competitive revenue-sharing model that significantly increases net take-home pay compared to traditional employee grids.
  • 100% Equity Ownership : Retain full equity and control of your client relationships, creating a valuable, sellable asset for your future.
  • Turnkey Transition Support : Receive dedicated, expert guidance and institutional-level capital to ensure a seamless and well-funded client transition.
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