About Us
We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.
We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k) matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.
We are an equal opportunity employer and consider all qualified applicants without regard to race, color, religion, sex, national origin, ancestry, age, genetic information, sexual orientation, gender identity, marital or family status, veteran status, medical condition, or disability.
The firm is an SEC-registered investment advisor.
Who We're Looking For:
We thrive in a collaborative, client-focused environment and are looking for a proactive problem solver who takes initiative and seeks opportunities to assist senior management with client requests. The ideal candidate enjoys tackling challenges, finding innovative solutions, and pursuing inquiries until clear, logical answers are attained. Attention to detail, resourcefulness, and a commitment to continuous learning are essential. We value individuals who can work independently while also contributing to a strong team dynamic and fostering a friendly, supportive workplace culture. As a key point of contact for clients, you should take pride in being their trusted problem solver. Additionally, a natural ability to lead and support the growth of the firm and team members is highly valued.
Key Responsibilities:
- Serve as the key contact for all client service requests on designated client relationships
- Execute client requests in a timely manner with high level of precision and efficiency
- Partner with senior management on firm-wide initiatives and bespoke client strategies for designated client relationships
- Develop and strengthen client relationships by learning each designated clients' preferences and expectations with goal of exceeding expectations
- Provide guidance and partnership with assigned Client Service Associate and/or Analyst on shared client relationships
- Assist clients and their tax and/or estate planning advisors in executing complex wealth transfer strategies, philanthropic initiatives, tax-advantaged investment strategies and other sophisticated planning projects
- Maintain and enhance relationships with designated clients' team of professionals such as executive assistants, chiefs of staff, personal CFOs, etc.
- Serve as a mentor and technical resource for new hires on the Client Service team
- Partner with internal investment teams on new cash deployments and portfolio creation
- Provide support to internal teams on special projects when needed
Requirements:
- Bachelor's degree with 6-10 years of professional work experience in client-facing roles, preferably in single or multi-family offices, wealth management or similar industries
- Excellent interpersonal and communication skills, detail-oriented, strong sense of ownership, enjoys a fast-paced environment, dedicated team player and genuine desire to help elevate junior team members
- Knowledge of basic estate planning concepts and tax planning strategies
- Responds to client communications within 24 hours with most responses within the same day, if possible
- Fluent in Microsoft Office Suite and working knowledge of MS Dynamics or Salesforce
- Experience with Schwab Advisor Center is a plus