Senior Relationship Manager, Multi-Family Office

Responsibilities

We are looking for a Family Office Partner to join our Business Management & Family Office advisory practice. As a Family Office Partner, you will be responsible for:

• Play a pivotal role in leading and managing relationships with sophisticated family office clients while contributing to the strategic direction of our family office practice.
• Serve as the day-to-day contact for each family and have responsibility for cross-functional management of internal resources to ensure delivery of a best-in-class client experience.
• Holistically service ulta-high-net-worth (UHNW) clients across all financial matters, including accounting, tax compliance, investments and estate planning.
• Liaise with lawyers, trustees, brokers and other external advisors affecting family directed strategies and initiatives.
• Foster a culture of client service excellence and continuous improvement in client delivery.
• Participate in industry organizations, speaking engagements and other professional groups.
• Recruit, develop, motivate and train our talent.
• Participate in industry organizations & networking groups by regularly presenting on industry topics and writing industry thought leadership.
• Stay up-to-date on key industry and market trends in the family office space.