Client Relationship Manager

We are seeking an experienced Client Relationship Manager (CRM) to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.

Responsibilities

• Serve as the primary point of contact for clients and their professional teams.
• Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
• Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
• Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
• Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
• Monitor client activity, proactively identify issues, and drive solutions to completion.
• Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.

Qualifications

• 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
• Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
• Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
• Experience working with multiple entities, trusts, real estate holdings, and business interests.
• Working knowledge of cash management, bill pay, money movement, and financial administration.
• Exceptional communication, relationship management, and problem-solving skills.
• Ability to prioritize competing demands in a fast-paced, high-touch environment.
• High degree of professionalism, discretion, and attention to detail.
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• We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
• By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
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