Relationship Manager

Relationship Manager

OVERVIEW

Headquartered in Richmond, Virginia, this independent investment and wealth management firm has served individuals, families, and institutions for more than 50 years. With more than 30 professionals and approximately $5 billion in assets under management, the firm combines institutional-level investment capabilities with highly personalized service.

A growing part of the firm is its Multi-Family Office practice, which serves high-net-worth and ultra-high-net-worth families with customized advice and coordination across investment management, estate and wealth transfer planning, tax, insurance and risk management, philanthropy, concierge services, and family education and governance.

The Family Office team develops a deep understanding of each family and works closely with family members and their outside advisors—including attorneys, accountants, trustees, and other professionals—to provide an integrated approach to managing complex financial affairs. The goal is to simplify complexity, anticipate needs, and help families preserve and transition wealth across generations.

The Relationship Manager serves as the primary point of contact for a portfolio of client families, coordinating the delivery of investment, tax, trust, estate, philanthropic, and lifestyle services. This role combines relationship management, operational oversight, and coordination across internal teams and external advisors.

The ideal candidate is highly organized, detail-oriented, intellectually curious, and committed to building long-term, trusted relationships with sophisticated families.

KEY RESPONSIBILITIES

CLIENT RELATIONSHIP MANAGEMENT

• Serve as the day-to-day primary contact for a book of family clients, managing all aspects of the client experience

• Coordinate and lead regular family meetings, investment reviews, and annual planning sessions

• Anticipate family needs and proactively surface opportunities to create thoughtful, highly personalized experiences that

exceed expectations

• Manage sensitive family dynamics with discretion, including multi-generational and governance matters

INVESTMENT & OPERATIONS COORDINATION

• Oversee consolidated reporting across custodians, private investments, and alternative assets

• Coordinate with the investment team on portfolio reviews, rebalancing, and performance reporting

TRUST, ESTATES, & TAX LIAISON

• Coordinate with outside estate attorneys, CPAs, and trustees on entity structures, gifting strategies, and estate plan

implementation

• Track key dates (trust distributions, tax filings, entity renewals)

• Assist in the preparation of materials for tax planning and year-end review meetings

OPERATIONS & ADMINISTRATION

• Oversee account opening, transfers, titling, and account maintenance across custodians

• Manage bill pay, cash management, and administrative support functions as applicable

• Maintain accurate client records within the CRM and portfolio management system

TEAM LEADERSHIP & COLLABORATION

• Partner with lead advisors, investment team members, and client service/operations staff to ensure consistent, high-touch

service delivery

• Contribute to process improvement initiatives and the development of scalable family office workflows

QUALIFICATIONS AND EXPERIENCE

• 5-10 years of experience working directly with UHNW multi-generational families

• Strong working knowledge of investment concepts, trust/estate structures, and tax planning fundamentals

• Exceptional organizational skills and ability to manage multiple complex client relationships simultaneously

• Excellent written and verbal communication skills; comfortable presenting to sophisticated clients and their advisors

• Proficiency with Addepar and Salesforce

• Intellectual curiosity and a ‘client first’ attitude

• Demonstrated willingness to learn and ability to balance longer term projects with the immediacy of day-to-day tasks