Privately held Multi-Family Office seeks Relationship Manager to counsel UHNW clients regarding sophisticated trust, estate, and wealth planning strategies, in addition to various other family office services. No new business requirements.
- Work with a select group of UHNW families in all areas of wealth planning, family office services, and all aspects of their financial life
- Emphasis on high-touch client service; No new business requirements.
- Average client has 100mm+ investable assets with firm
- The firm has a collegial atmosphere team approach
- Compensation package includes base salary, bonus, equity component, and an excellent benefits package
- Requires JD or CPA and 15+ years' of tax, estate or wealth planning experience
- Will consider candidates either directly out of a law or CPA firm, or someone with in-house wealth planning background combined with prior experience at a law or CPA firm
~ Relocation Assistance Available ~
