Avior Executive Search Thoughts, Comments, Most Pressing Search Assignments, and Happenings

Currently, college basketball in the U.S. has its annual tournament, which is referred to as March Madness. It appears that the global banking industry has stolen this saying, demonstrating madness of its own. In fact, as I was writing this newsletter on Sunday, March 19th, I received the news about UBS “acquiring” Credit Suisse. Let’s be honest; this was no acquisition but rather a much-needed save. According to UBS chairman Colm Kelleher, “This acquisition is attractive for UBS shareholders but let us be clear, as far as Credit Suisse is concerned, this is an emergency rescue”.

At the forefront of most of our concerns is the recent turmoil surrounding Silicon Valley Bank, Signature Bank and the bailout by a number of prominent banks aiding First Republic in staving off collapse. Wow, what a week. For those of us who have been in the workplace long enough to remember, it recalls the great banking collapse in 2008 as well as the earlier savings and loan bailout in the 1980’s. History indeed has a way of repeating itself.

What does this current situation mean for those who wonder, “Will my firm be next?” I can tell you that there will be more fallout to come; however, when one door closes another one opens. The phone calls and emails I have been receiving from managing directors, founders and presidents looking at this as a genuine opportunity to acquire talent have been non-stop, demonstrating that growth and survival are alive and well. While from the outside it might seem unfair that the big keep getting bigger (e.g., UBS acquiring given Credit Suisse for relatively nothing), in business, as in life, it’s all about survival of the fittest.

For those of you who find yourself on the short end of the stick or are feeling the need to push the eject button in your current placement, my advice to you is stay calm and keep an open mind. Change is the only constant in life – embrace it, don’t fear it. I encourage you to contact me or anyone on my staff to discuss your career search options in a confidential and unbiased way. Please reach out to me and I will get you on my calendar as fast as possible.

Additionally, for those of you in a decision-making capacity, this is a stellar opportunity to attract phenomenal talent and I would be delighted to discuss how Avior can help in that regard, whether in the short or longer term. We are here for you. Let’s talk.

Lastly, I really would love to hear from you with questions, comments and ideas about topics you would like to see addressed in future newsletters.

I sincerely look forward to speaking with you.

Alan Goldstein, President
Avior Executive Search, Inc.
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Market Insights

Top Salaries for Relationship Managers in the Wealth Management Industry
As the wealth management industry continues to grow, so does the demand for experienced and knowledgeable relationship managers. These professionals play a critical role in managing high-net-worth clients’ portfolios, offering financial advice, and ensuring that their investments are aligned with their goals. Read More

Securing the Future of the Aging Financial Industry
The average age of financial advisors in the United States is 50, with 38% of advisors aged 55 or older. While there are valid reasons for this age distribution, such as advisors targeting the assets of older clients and clients valuing experienced advisors, the financial industry faces an impending talent gap. Read More
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Pressing Search Assignments

Financial Advisors

  • Minimum T-12’s 400K average is 1M and above. We work with All major wire houses, Independents, RIA’s for both onshore and offshore advisors. Minimum T-12 would be 400K/ MIAM
  • Nationwide opportunities: New York,/Metro, Miami, Tampa, Houston Philadelphia, Washington, Boston, Atlanta, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco

Senior Relationship Managers (Wealth Management)

  • Our client is the largest independent Advisory firm in the Caribbean
  • Seeking experienced international business development professionals coming from banking, brokerage, RIA, Family Office who have either an active existing portfolio or a deep network. If you are currently a Financial Advisor, Private Banker, Portfolio Manager with offshore clients anywhere in the world, Please contact for more information
  • Relocation available to Bermuda, Bahamas, or Cayman Islands

Senior Investment Analyst

  • Newly created position as an Investment Analyst and will work closely with the Portfolio Manager in the management of the company’s portfolio construction, selection, and monitoring, analyzing, delivering customized client solutions, and providing analytical support.
  • Construct custom portfolios and generate customized solutions to meet client’s
    objectives and risk tolerances
  • Analyze inputs and outputs of models such as Markowitz and Black-Litterman
  • Perform Monte Carlo simulations for client wealth projection, using inputs for risk, return, cash flows, inflation
  • 4 years of working experience in the Analysis arena
  • Knowledge of global financial markets, portfolio analysis, portfolio manager analysis and portfolio construction.
  • Bachelor’s degree in Finance, Business, Economic or related field
  • CFA required
  • Fluency in Spanish is required.
  • Location: Miami

Senior Wealth Management Relationship Manager

  • Responsible for establishing new business relationships with high-net worth and ultra–high net–worth individuals, and maintenance of these relationships. Offer services to include, but not limited to, investment management, portfolio management, and investment banking.
  • Must have a personal minimum portfolio of 200M+ which they have personally built.
  • Proven track record within the South Florida business & HNW community with strong centers of influence (COI’s) to build own book of business.
  • Expertise as an advisor for HNW/UHNW individuals on accounting, legal, financial and/or other related matters. Offer services to include, but not limited to, investment management, portfolio management, and investment banking
  • Bachelor’s degree in Business, Finance, Economics and/or related field is required. Master’s degree preferred.
  • Fluency in Spanish is preferred.

Senior Private Bankers

  • Boutique International Private Bank seeking UHNW Domestic Private Bankers for the South Florida & NYC Markets. This is a newly created position is a critical need for our client’s strategic growth strategy in the U.S market.
  • Responsible for establishing new business relationships with high-net worth and ultra-high net-worth individuals, and maintenance of these relationships
  • Proven track record with an average client of 5M
  • Demonstrated high level of expertise in sales, networking, negotiations, community relationship building and execution of responsibilities
  • Must have an existing portfolio exceeding 150M USD
  • Bachelor’s degree in Business, Finance, Economics and/or related field is Master’s degree preferred.
  • Location: South Florida & NYC

Senior Vice President C&I Underwriter

  • The role reports to the Chief Lending Officer and serves as the primary point of contact for new business underwriting.
  • The role will encompass the origination/underwriting of new C&I Attorney loans. These loans sourced by our business development team. There are no new business development responsibilities.
  • This role will require demonstrated experience presenting the loan to the bank’s loan committee. Experience in closing loans is a key performance expectation.
  • Experience spanning both underwriting, portfolio management and risk analysis of a commercial portfolio with credits in the $5 million to $20 million range
  • Knowledge of Asset Based Lending (ABL)
  • Location: Long Island

Senior International Relationship Manager or Banker

  • Seeking a senior relationship manager or senior private banker who has active portable portfolio of private wealth clients in excess of 100M USD.
  • Must have a minimum of 7 years of experience as a private banker or relationship manager
  • The Relationship Manager can come from different markets such as Asia, Latam, Europe, Caribbean, UAE, or Israel
  • Clients booking center are in Switzerland or Bahamas
  • Individual producers and/or team’s welcome
  • Relocation package available

Senior Portfolio Manager/CIO

  • Minimum of 10+ years of portfolio construction in all asset classes
  • Strong strategic thinker who can create processes, spreadsheets & modeling
  • Internal Asset Management skills
  • Participate in events
  • Must have CFA, and or CAIA
  • 65 or 66 licenses are a plus
  • Candidates must come from either: Family office, RIA, Private Bank or Asset Manager not broker dealer
  • Must be fluent in Portuguese
  • Location: Miami

Senior Sales Superstars

  • Established record of sales success within another related industry such as finance, legal/trust, real estate, technology, Hospitality, philanthropy, fundraising, auction/fine art, Luxury brands, fashion, entertainment, sales, entrepreneurship, or private wealth manage finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
  • Minimum of seven years of relevant work experience in catering to finance, legal/trust, real estate, philanthropy, fundraising, auction/fine art, entertainment, sales, entrepreneurship, or private wealth management
  • Strong Sales and or Business development track record a MUST
  • Nationwide opportunities: New York, Philadelphia, Washington, Boston, Atlanta, Miami, Cleveland, Minneapolis, Dallas, Denver, Houston, Los Angeles, Nashville, San Diego & San Francisco
  • Please contact for more information

Head of Human Resources

  • Retained search by Miami based Multi-Family Office, our client is seeking a dynamic bilingual Head of Human Resources with a minimum of 5 years within the financial or wealth management industry
  • Collaborates with senior leadership to understand the organizations goals and strategy related to staffing, recruiting, and retention.
  • Must have a minimum of 5 years’ experience as as a Head of Human Resources within the Financial Services sector. Strongly prefer candidates from the following industries: Wealth Management, RIA, Family Office, Private Banking or
    Brokerage.
  • Bachelor’s degree in Human Resources or related field is required.
  • Relocation is available, fluency in Spanish is preferred
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About Avior Search

Avior Executive Search is a professional recruiting firm specializing in the wealth management industry globally. We have built a proud reputation based on our search process and market knowledge and have an unmatched network with extensive search experience in the United States, Canada, Latin America, Europe, and Middle East global wealth management industry.

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