Relationship Manager

An independent fee only multi-family office, serving clients in New England and across the country, is looking to fill a Relationship Manager Position. The Firm works intimately with high net worth individuals and their families to provide optimal, unbiased advice specifically tailored to their situation.

Internally, you will lead a team of advisors to identify planning issues and opportunities, analyze strategic options, research to support recommendations, generate exhibits and statements, advise clients and manage implementation of client decisions. Externally you will be the primary client relationship manager and will work with leading investment, tax, and legal firms to deliver these services to clients. Competitive salary plus benefits.

 

Requirements:

The Firm is looking for bright and motivated individuals with strong analytical, interpersonal, and organizational skills. Excellent communication skills and a demonstrated aptitude for financial planning disciplines, including income taxes, investments, trusts and estates, and insurance are musts. Three or more years of personal tax experience for high net worth individuals is required. CPA and/or CFP™ preferred. Must be of high integrity. No sales required.