Client Relationship Manager

Job Responsibilities

• Serve as the primary point of contact for assigned families, principal individuals, and institutional clients, building deep, trusted, long-term relationships.
• Understand each client’s goals, preferences, and family dynamics; anticipate needs and tailor the firm’s response accordingly.
• Handle client requests, inquiries, and escalations with precision, discretion, and timeliness.
• Lead and prepare for client reviews and meetings — agendas, materials, and follow-ups — and ensure every commitment is closed.
• Orchestrate delivery across investment, planning, operations, tax, and reporting so the client experience is seamless and consistent.
• Cook up account operations on the client’s behalf — wires, transfers, distributions, and documentation — ensuring accuracy and timeliness.
• Translate client feedback into service improvements and prioritize the response accordingly.
• Manage new client and new relationship onboarding end-to-end — documentation, account opening, KYC and AML, and a structured first-90-days experience.
• Deepen and expand existing relationships, identifying opportunities to bring additional firm capabilities to each client.
• Own the client relationship CRM (HubSpot), keeping contacts, interactions, and commitments current and reportable.

Qualifications

• 7+ years in client relationship management, private wealth, family office, or private banking, serving sophisticated families and individuals.
• Direct experience as a primary relationship contact for ultra-high-net-worth families, principals, or institutional clients, with a demonstrated standard of discretion.
• Familiarity with investment, planning, trust and estate, and tax concepts sufficient to coordinate across specialists and speak credibly with clients.
• Experience coordinating account operations — transfers, distributions, and documentation — and client or investor reporting.
• Working knowledge of KYC, AML, and client onboarding requirements.
• Fluent with CRM and reporting tools (HubSpot or similar).

Pay

Salary: $130,000 – $200,000, Plus Bonus