Senior Relationship Manager
About the role
Position Overview Senior Relationship Manager - Houston: A boutique multi-family office is hiring a senior advisor to serve as the primary relationship lead for ultra-high-net-worth families, coordinating investments, estate and tax planning, fiduciary administration and family office services. No sales quota. Fully in office in Houston (not hybrid); relocation considered.
Responsibilities
- Act as lead advisor to a select group of UHNW families
- Give proactive guidance that accounts for finances, estate plans and family dynamics
- Coordinate estate, tax and wealth-transfer planning with outside counsel, CPAs and investment teams, and see it through
- Oversee fiduciary administration, including first-level review of discretionary distributions, and lead estate administrations
- Manage reporting, cash flow, liquidity, budgets and tax-compliance coordination
- Spot and reduce legal, financial, operational and fiduciary risk
- Support client retention, new relationships and internal committees
Qualifications
Senior Relationship Manager - Houston: JD or CPA required; 10+ years in client-facing roles handling complex fiduciary, estate, tax and wealth planning matters; boutique firm experience preferred; Manager, Director, Partner or Of Counsel level backgrounds all welcome; strong Microsoft Office and Adobe Acrobat skills.
Benefits
Why Join Us Senior Relationship Manager - Houston offers longevity, sophisticated families and an equity opportunity.
Pay
Compensation: $300,000 - $500,000 total package, plus an equity opportunity, depending on experience.