Relationship Manager

Relationship Ownership

Build and maintain trusted, long-term relationships with each assigned client and their advisors — grounded in mutual respect, consistent follow-through, and work product that earns confidence over time.

Family Wealth Enterprise Mastery

Develop a thorough, continuously updated understanding of each client’s Family Wealth Enterprise, including their entity structures, tax profile, estate plan, financial assets, and strategic priorities. Serve as the internal authority on each client.

Proactive Client Engagement

Schedule and lead regular, well-prepared client conversations to discuss the full scope of the engagement, review open items and transactions, address questions, and identify new opportunities.

Meeting Facilitation & Documentation

Lead client meetings with discipline: circulate pre-meeting materials, capture decisions and action items in real time, publish post-meeting summaries, and ensure accountability on every commitment.

Satisfaction Ownership

Own overall client satisfaction. Monitor sentiment, address concerns early, and ensure that the standard of quality is reflected in every touchpoint.

Tax Research & Technical Analysis

The CRM is expected to operate as a senior technical resource — not just to oversee research, but to contribute meaningfully to it. You bring the judgment to evaluate complex positions, identify risk, and translate technical conclusions into practical client guidance.

Strategy Viability Research

Research complex tax and financial issues to assess the viability of proposed strategies, identify audit and regulatory risk, and evaluate implementation considerations across the full fact pattern.

Alternative Strategy Development

Design alternative strategies that achieve the client’s objectives when an initial approach is not viable and develop well-supported research to substantiate the recommendation.

Research Memoranda

Draft clear, authoritative research memoranda that document the analysis, cite applicable authority, and communicate conclusions and recommendations in a format suitable for client delivery.

External Resource Coordination

Engage attorneys, accountants, financial institutions, and other outside resources as needed to validate positions, obtain independent perspectives, and coordinate on complex, multi-party matters.

R&D Pipeline Contribution

Support the firm’s research and development pipeline by identifying and vetting new tax equity and private equity opportunities — assessing technical viability, documenting risks, and surfacing value-creation potential for clients and investors.

Project & Team Management

The CRM leads the team responsible for servicing each assigned client, which includes the Solutions Analyst and supporting staff. You are accountable for the team’s output, prioritization, and professional development.

Team Leadership

Set priorities, establish clear expectations, and ensure the team is focused on the highest-value work for each client. Lead by example and hold the team to a high standard of quality and responsiveness.

Project Plan Management

Own the creation and maintenance of project plans for all active client engagements. Ensure that deliverables are clearly assigned, timelines are realistic, and client-requested modifications are incorporated and tracked.

Systems & Reporting Stewardship

Drive disciplined use of internal technology and AI-enabled tools to leverage firm systems, create efficiencies, and improve execution across client engagements. Ensure project records and status reporting are accurate, current, and actionable so senior leadership can access real-time engagement visibility and make informed decisions on the fly.

Deliverable Quality Review

Review all work product prepared by the Solutions Analyst and supporting team before client delivery — ensuring accuracy, completeness, and suitability for the client’s level of sophistication.

Cross-Functional Coordination

Interface regularly with Operations, Technology, and Legal to ensure client projects are on track, compliance requirements are met, and internal standards are upheld.

Opportunity & Resource Identification

Identify developmental needs within the team, flag engagements requiring additional resources, and surface new client opportunities or focus areas as they emerge.

Client Presentations

Develop and present clear, client-ready slides that explain strategy mechanics, assumptions, tax implications, and recommended paths forward in a concise, accessible format.

Financial Modeling & Analysis

Build and review Excel models and supporting analyses to quantify scenarios, stress-test assumptions, and support recommendations — from income tax projections to estate and cash-flow planning.

Ad Hoc Financial Assignments

Support clients through financial events as they arise, including sell-side and buy-side M&A analysis, tax planning, life insurance analysis, investment analysis, cash-flow planning, and estate and succession planning.

Research Library Stewardship

Maintain the centralized research library — ensuring deliverables and supporting materials are saved with consistent naming, tags, and summaries that enable the broader team to find and reuse prior work.

Strategy & Business Development Opportunity Identification

Continuously identify new project opportunities, strategic priorities, and areas of focus within each client’s wealth enterprise.

External Partner Collaboration

Architect transaction structures, develop financial models, negotiate financing, and coordinate legal document preparation and execution with financial institutions, attorneys, accountants, and transaction representatives.

Strategic Dialogue

Participate in strategy-level discussions with Partners and clients as needed — contributing both relational insight and technical depth to decisions that shape the client’s long-term wealth plan.