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Wealth Manager, Broker/Dealer & Banking Executive Search

 

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Miami, FL USA
Be the inside team member responsible for running the day-to-day of a growing $5MM team that focuses on domestic and NRA clients. Vanilla mix of products with Reg D lending, Fixed Income, Banking and Trust knowledge. This is a total-involvement role which includes front, middle and back office. Must be licensed, clean U4, experience as a CSA, FA, Complex Manager/Admin, BOM . . .etc.

6-figure compensation with upside.

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Miami, FL USA
Growing team at Global B/D is looking for a licensed (or to be licensed shortly) FA with a focus on being part of the succession planning. Must be front office person and willing to work middle office operations as necessary. Ideally, candidate should have experience bringing in new clients from start to finish . . . Private Banking experience is positive. Client is open to many backgrounds but must have client acquisition, B/D experience and knowledge of compliance, AML, Patriot Act . . . etc.

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Miami, FL USA
Global B/D with Private Banking platform seeks a new BOM for its Miami Complex. Email scott@elevationsearch.com for more details . . .

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Houston, TX USA
Long time client seeking PBs in Houston with books of $150MM AUM or ROA of $1.5MM USD min.

Career opportunity, extremely well regarded global firm that has had NO headline exposure.

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Miami, FL USA
Tier 1 Bank with excellent name recognition, stability seeking Southern Cone, Andean & Central America/Caribbean bankers in Miami. Minimum $200MM AUM. This client weathered the financial crisis and continues to grow.

- Defined bonus program
- Generous travel budget
- Senior Management support as needed
- flat Organizational structure

Email or call for a confidential conversation.

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// Featured Position

Miami, FL USA 07.14.2014
Miami, Houston, LA &NYC

Private Bank seeking Bankers & Portfolio Manager with >6 years of experience. The ideal candidate will be committed to working with a significant number of client accounts while improving investment performance & generating new, organic business.

Candidate must be able to articulate why existing clients would consider a move to a new firm and plan to migrate AUM in an orderly, timely fashion.

Candidates do not necessarily need to be licensed.

-Fluency in Spanish required or Portuguese.

Email questions or interest to scott@elevationsearch.com

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