Job Description

Our confidential client, a top Private Wealth Management firm with over 1B AUM is seeking a driven professional for a client-facing relationship management role.

The firm serves ultra-high net worth individuals and families with a client centric approach to finance and wealth. The Client Director/Relationship Manager will manage the advisory and estate planning needs of a subset of HNW and UHNW clients, ensuring a high level of service through delegation and collaboration with team members.

Key Responsibilities:

• Serve as the primary relationship manager for a subset of HNW and UHNW clients.
• Act as a liaison between leadership, client service teams, and clients to manage advisory, estate planning, governance, and service needs.
• Assist clients with estate planning while coordinating with colleagues on investment management and service needs.
• Stay current on estate planning regulations and industry trends.
• Lead client discussions and collaborate with third-party professionals on planning, reporting, and investment management.
• Interact with third-party portfolio managers on transactions, valuations, and financial statements.
• Draft and present internal and client-facing guidance on investment processes and planning.
• Assist with operational and regulatory compliance projects.

Preferred Qualifications:

• 2-5 years of recent CFP experience, particularly in trusts, estates, and planning software such as eMoney.
• Experience with multi-generational clients in real estate, private equity, or complex investments is beneficial.
• Undergraduate degree in business, finance, or accounting, along with a CFP license; additional credentials such as an MBA or estate planning/investment licenses are a plus.
• Strong problem-solving, critical thinking, and multitasking skills.
• High sense of accountability and dedication to client needs.

Benefits:

• Competitive compensation and bonus structure.
• Path to profit and equity participation.
• 401(k) with employer contribution.
• Unlimited PTO and fully paid health insurance.
• Annual team events and career development support.

Salary Range: Base Comp Target DOE: 110-130K base plus bonus commiserate with experience

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