Senior Relationship Manager Ultra High Net Worth Midtown

Dynamic fast-growing $1B AUM Multi-Family Office is seeking a Senior Relationship Manager to lead client engagements with ultra-high net worth clientele (50m+ level net worth’s).

Not a business development role; no portable book of business is required.

Highlights

• Serve as the lead advisor on a select group of ultra-high-net-worth families
• Foster collaborative partnerships with external partners and advisors, ensuring clients receive essential information required to make well-informed decisions across diverse financial domains
• Oversee investment assets, real estate acquisitions, gifting strategies, tax strategies and create detailed financial reports
• Team-based, forward-thinking, and planning-driven culture providing guidance to business owners, and ultra-high net worth families on sophisticated financial, estate, tax, and investment planning solutions
• Flexible schedule – 3 days/week in the office
• Competitive compensation package including significant base, performance- based bonuses, and business development incentives
• Path towards equity partnership

Requirements

• Experience working with international clientele a plus
• Advanced designation preferred