Client Experience Lead, Private Wealth & LPs

Pennington Partners & Co.; Houston (TX); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

401K plan with employer match

Commuter parking benefit

Cell phone reimbursement

HSA plan with employer contribution

Worldwide emergency travel assistance

Job summary

Pennington Partners seeks a Client Relationship Officer to lead client service and engagement with Operating Partner Families & LPs. You will deliver monthly performance reporting, manage meetings, and follow up on action items, ensuring high engagement as the firm scales.

The role emphasizes clear, concise communication, reliable execution, and a proven CX track record in Private Wealth Management, RIA, or Multi-Family office environments. Collaborative, data-driven decision making is essential.

Qualifications

• A minimum of 1 year of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or wirehouse.
• Bachelor’s degree in business administration or related field, from a top College or University; Advanced degree or MBA is preferred but not required.
• Demonstrable competency in strategic planning, business process implementation and business development.
• Outstanding organizational and leadership abilities and personal integrity.
• A solid grasp of the various technologies (CRM, RIA Custodial Platforms, Portfolio Management & Performance Reporting) that are used to service our Operating Partner Families & LPs.
• Strong aptitude in applying that technical knowledge to create business process that drives efficiency and innovation in the way we serve our Operating Partner Families & LPs.
• Aptitude in data analysis, business intelligence, performance metrics, data-driven decision making and problem-solving.
• Ability to diagnose problems quickly and pattern recognition to provide foresight into potential issues.
• A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm.

Responsibilities

• Support the day-to-day client service operations for Pennington’s Operating Partner Families and LPs under the guidance of the Lead Client Relationship Officer.
• Support the Lead Client Relationship Officer and Market Leadership Team in executing Client Service processes that drive high levels of engagement. Assist with collecting and tracking feedback from Operating Partner Families & LPs to help inform the engagement model.
• Assist in the preparation and delivery of monthly performance reports and help maintain the client experience processes that add value to our Operating Partner Families & LPs.
• Work alongside the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long-term business results through retention.
• Work cross-functionally with colleagues from Finance, Operations, and Compliance to ensure we are executing the billing process seamlessly
• Prepare client subscription and redemption documents related to alternative investments.
• Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity & Pershing) to execute client service requests and orders.

Skills

Client service

Bachelor's degree

Strategic planning

Organizational leadership

CRM systems

Data analytics

Problem-solving

Team leadership

Core values

Education

Bachelor's degree in business administration or related field

MBA preferred

Tools

CRM

RIA custodial platforms

Portfolio management & reporting

Job description

Pennington Partners seeks a Client Relationship Officer to lead client service and engagement with Operating Partner Families & LPs. You will deliver monthly performance reporting, manage meetings, and follow up on action items, ensuring high engagement as the firm scales.

The role emphasizes clear, concise communication, reliable execution, and a proven CX track record in Private Wealth Management, RIA, or Multi-Family office environments. Collaborative, data-driven decision making is essential.