Senior Wealth Advisor / Portfolio Manager

Senior Wealth Advisor / Portfolio Manager (Revenue-Sharing Role) Location: United States (Remote) Eligibility: Candidates must be authorized to work in the U.S. and hold required U.S. financial licenses Compensation: Revenue-sharing model About the Company We are a Registered Investment Advisor (RIA) and Multi-Family Office focused on building resilient, all-weather portfolios designed to minimize drawdowns and compound long-term returns. Our investment philosophy emphasizes alternative investments, including commercial real estate, private equity, and non-correlated strategies, with the objective of creating durable, long-term value for high-net-worth clients. About the Role We are seeking a senior investment advisor with deep expertise in alternative investments and portfolio construction. This role is designed for an established financial professional who already manages a significant book of business and is looking to expand their impact by bringing assets to a growing, non-traditional wealth management firm. The position is intended for an advisor capable of transferring a minimum of $50M in Assets Under Management (AUM) to the firm. The successful candidate will participate in a performance-based revenue-sharing model and will play a key role in the firm’s growth, with the opportunity to evolve into a senior investment leadership position, including a potential Chief Investment Officer (CIO) role over time. Key ResponsibilitiesClient Acquisition & Relationship Management Source, onboard, and manage high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, contributing $50M+ in AUM Deliver customized wealth management solutions aligned with alternative and non-traditional investment strategies Maintain and expand existing client relationships while identifying new growth opportunities Investment Strategy & Execution Construct and manage diversified, all-weather portfolios beyond traditional stock-and-bond allocations Oversee trade execution and portfolio rebalancing in line with market conditions and client objectives Apply disciplined risk management and portfolio optimization frameworks Required Qualifications CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) designation Proven track record managing and growing client assets ($50M+ AUM) Minimum of 5 years of experience in client relationship management and advisory roles Experience executing trades across multiple asset classes Strong understanding of equity and fixed income markets, derivatives, and real estate investments Ability to challenge conventional wealth management models and adapt to non-traditional investment strategies Preferred Qualifications Experience with fundamental and quantitative investment analysis Knowledge of hedge funds and alternative investment vehicles Strong financial modeling and macroeconomic research capabilities This Role Is Not a Fit For Advisors who rely exclusively on traditional stock-and-bond portfolios Professionals entrenched in a “60/40 portfolio” mindset Individuals unwilling to challenge conventional investment approaches Advisors unable to bring client assets to the firm Compensation This is a revenue-sharing role. Compensation is based exclusively on a percentage of advisory fees generated from assets brought to the firm. There is no base salary at the time of joining. What We Offer Performance-driven compensation aligned with assets under management Clear long-term growth path within the firm, including potential advancement into a CIO or senior investment leadership role High-impact opportunity within a firm that challenges traditional wealth management norms Collaborative, growth-oriented environment focused on long-term value creation Job Type: Full-time Pay: $1.00 - $2.00 per hour Expected hours: 40 per week Work Location: In person