Relationship Manager

The Opportunity

Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.

About the Company

Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.

Location

San Francisco, CA. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.

What You Will Do

• Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
• Coordinate prep work and drive execution for client strategy meetings.
• Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers - on comprehensive tax, estate, and business decisions.
• Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
• Assist with credit, cash flow execution, and treasury management across client balance sheets.
• Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
• Oversee action-item tracking and operational compliance across the practice.

Who You Are

• 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
• Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
• Proficiency with CRM systems and financial reporting software.
• Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
• Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
• Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
• Excellent written and verbal communication skills with high discretion handling sensitive financial information.

The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals. You are financially savvy , highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills. You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.

Education & Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field required.

Flexibility & Work-Life Integration

• Work Structure: Onsite office environment paired with regional client meetings and occasional remote options.
• Schedule: Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
• Environment: Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.

Why Join the Team?

This position offers a clear path toward becoming a lead wealth advisor without the immediate pressure of cold prospecting or building a book of business from scratch. You will receive direct mentorship, gain deep exposure to multi-generational family office solutions, and have structured avenues to assume full ownership of client relationships over time.

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