Family Office Practice Growth Partner
GlassRatner Canada
Shape growth for Fuller Landau LLP’s Family Office practice through client acquisition, team leadership, and integrated wealth advisory expertise.The Partner, Family Office will drive practice expansion while serving HNW and UHNW families as a trusted advisor. You will develop client relationships, transition or bring business, and identify broader service opportunities. The mandate also includes mentoring people and supporting strategic decisions across the firm.Key Responsibilities:
Expand the Family Office practice and attract new clientsTransition client relationships or bring an existing bookBuild collaborative relationships across service linesLead hiring, retention, coaching, and team developmentSupport thought leadership, brand building, and practice operationsRequirements:
Ten-plus years advising HNW and UHNW clientsDemonstrated ability to develop enduring client relationshipsExisting client portfolio or client-transition track recordExcellent strategic, analytical, and communication capabilitiesEntrepreneurial spirit with strong business acumenUse business development, collaborative leadership, and wealth expertise to help grow Fuller Landau LLP’s multi-family office platform.
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Expand the Family Office practice and attract new clientsTransition client relationships or bring an existing bookBuild collaborative relationships across service linesLead hiring, retention, coaching, and team developmentSupport thought leadership, brand building, and practice operationsRequirements:
Ten-plus years advising HNW and UHNW clientsDemonstrated ability to develop enduring client relationshipsExisting client portfolio or client-transition track recordExcellent strategic, analytical, and communication capabilitiesEntrepreneurial spirit with strong business acumenUse business development, collaborative leadership, and wealth expertise to help grow Fuller Landau LLP’s multi-family office platform.
#J-18808-Ljbffr
Vacancy posted 39 minutes ago
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