Family Office Advisor

Website Pennington Partners & Co.

We provide a breadth of investment, wealth planning, and personal financial administration solutions that were created by and for Founders, CEOs, wealth creators, and multi-generational families.

About The Job

About The Company:

  • Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.
  • Pennington’s culture is vibrant, smart, tireless, and iconoclastic.
  • We are intellectually curious and strive to challenge ourselves every day.
  • We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds.
  • We like to challenge assumptions and welcome new ideas.
  • Our people are collegial but self-reliant.
  • We value independent judgment as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but also know how to ask for help.
  • While the firm is building increasing scale and institutional character, we value our entrepreneurial culture and flexibility.

About The Role:

  • Working with some of the most successful families in the country brings with it a commitment to Client Service excellence, the Director, Family Office Advisor position at Pennington is one of the most critical, if not the most critical, open roles in the organization.
  • This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs in different markets around the United States.
  • This role can be in Bethesda or Houston and is a hybrid 3 days in the office.
  • This role will serve as the day-to-day contact for each Operating Partner Family in Pennington’s Houston Market and have responsibility for the cross-functional management of internal resources to ensure we are delivering a best-in-class client experience as well as create and deliver monthly performance reporting, manage monthly client meetings and provide diligent follow up on any action items.
  • Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale.
  • This role will be a direct report of Pennington’s Director of Operations.
  • This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success.
  • They understand how clear, concise communication combined with reliable execution and follow through play an important part of our success as a firm.
  • This role will bring with it someone who has a proven track record of utilizing successful CX strategies within the Private Wealth Management, RIA or Multi-Family office industries.
  • Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

What You’ll Do:

  • Manage the day-to-day interactions as the Client Service owner of Pennington’s Operating Partner Families and LPs
  • Work with the Director of Operations to define and implement both KPIs for the Client Service function in Houston as well as collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model.
  • Work directly with the Houston Market Leadership Team to design and implement Client Service processes that will drive high levels of engagement.
  • Have input into both the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs.
  • Work alongside and with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long term business results through retention.
  • Work cross functionally with colleagues from Finance, Operations and Compliance to ensure we are executing the billing process seamlessly
  • Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders.

What We’re Looking For:

  • 3 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse.
  • 10 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse.
  • Bachelor’s degree in business administration, or related field, from a top College or University; Advanced degree, MBA or CPWA is preferred but not required.
  • Demonstrable competency in strategic planning, business process implementation and business development.
  • Outstanding organizational and leadership abilities and personal integrity.
  • A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs.
  • Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs.
  • Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving.
  • Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues.
  • A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm.

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