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© All Rights Reserved. ApplyBlast.com
Westchester Capital Management
Kayne Anderson Rudnick Investment Management seeks a Lead Advisor to partner with Business Development Officers in developing and managing high-net-worth client relationships across the Southeast region. This role involves creating customized investment and financial planning proposals, conducting portfolio reviews, and providing comprehensive wealth management services primarily based in Chicago with significant travel. The position requires deep industry expertise to support new business growth and deliver personalized strategies for complex client needs.
Headquarters
Valhalla, New York, United States
Company Size
501-1000 employees
Founded
1980
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Westchester Capital Management.
Right around the average for this role