UHNW Relationship Manager - Multi-Family Office

Senior Relationship Officer

Serve as the primary relationship professional and senior advisor to select client families, coordinating investment management, tax and estate planning, wealth planning, fiduciary administration, and bespoke family office services.

Key Responsibilities

Build trusted relationships with client families and provide proactive guidance based on their finances, estate plans, family dynamics, and goals

Coordinate with legal, tax, and investment advisors on estate, tax, and wealth-transfer planning, and oversee implementation

Oversee fiduciary administration, including first-level review of discretionary distributions, and lead estate administration

Manage financial matters such as reporting, cash flow, liquidity, budgets, and tax-compliance coordination

Identify and mitigate legal, financial, operational, reputational, and fiduciary risks

Support business development, client retention, and internal review committees

Qualifications

Bachelor’s degree; J.D. or CPA required

10+ years of client-facing experience

Experience with complex fiduciary, estate, tax, and wealth-planning matters

Boutique firm experience preferred

Proficiency in Microsoft Office and Adobe Acrobat