Client Relationship Manager

About Us

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.

We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.

Syon Capital is an SEC-registered investment advisor.

Who we're looking for

Syon Capital is seeking a full-time Client Relationship Manager. This role is responsible for deepening and expanding the client relationship. As the primary point of contact, the relationship manager coordinates and ensures execution of all client requests and identifies investment opportunities within their portfolio.

What you'll do

• Oversee comprehensive client household strategy, partnering closely with in-house investment teams and third-party managers to ensure assets are strategically allocated and managed in alignment with clients' risk tolerance, liquidity requirements, and spending needs. Monitor short-term maturities and proactively coordinate the redeployment of assets to optimize liquidity and portfolio positioning
• Manage client cash activity by executing cash raises, coordinate bill payment services and liquidity planning, and oversee short-term cash positioning and funding needs
• Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit, while monitoring pledged asset lines (PAL) to ensure appropriate collateralization and effective risk management
• Provide views on investment oversight no markets, sectors, and investment opportunities; execute trades, manage alternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios
• Coordinate comprehensive estate and tax planning by partnering with estate attorney and CPAS on tax strategy and reporting, run financial planning analysis, and coordinate personal financial statement (PFS) completion
• Lead client relationship management by conducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strength long-term client engagement and retention
• Drive business growth by identifying opportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions

What you have

• Bachelor's degree
• Proven progressive experience in an RIA family office or fiduciary setting, 10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level
• FINRA Series 65 is required; unlicensed applicants will need to obtain their license within 90 days of hire
• Certified Private Wealth Advisor designation (CPWA) is preferred, but not required
• Proficiency in understanding and helping the client achieve their ultimate financial goals
• Ability to demonstrate strong judgement, consistency, and accountability and serve as a resource for junior team members
• Exceptional verbal and written communication skills
• A mindset that values every task, big or small
• Hybrid/remote setting-In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH

Compensation

We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications.

A reasonable estimate for the current salary range is based on skills and experience.

• Manager: $125,000 to $150,000
• Senior Manager: $150,000 to $175,000

Benefits and perks

• Comprehensive medical, dental, and vision plans
• 401(k) with 4% company match
• Employee Investment Program
• Pre-tax commuter benefits
• Flexible paid time off
• Hybrid schedule: Friday and 3 holiday weeks remote
• Tuition and CE reimbursement for relevant licenses
• Dependent day care FSA
• Quarterly lunch and learns
• Quarterly team social events

Equal Employment Opportunity

Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.