Client Relations Lead - Private Wealth & LP Engagement

Pennington Partners & Co.; Town of Texas (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Base salary + bonus

Comprehensive benefits

Wellness stipend

PTO & holidays

Remote work option after leave

Job summary

Pennington Partners is seeking a Client Relationship Officer to lead client service efforts, deliver monthly performance reporting, and manage engagement with our Operating Partner Families & LPs. You will help ensure timely follow-up on actions and support the Lead Officer in scaling client services.

The role emphasizes clear communication, reliable execution, and data-driven insights, with collaboration across Finance, Operations and Compliance.

Qualifications

• Bachelor's degree in business administration or related field; MBA preferred but not required.
• 1 year of total experience in Client Service or adjacent functions, preferably in wealth management.
• Competency in strategic planning, process implementation and business development.
• Strong organizational, leadership abilities and integrity.

Responsibilities

• Support day-to-day client service operations for Operating Partner Families and LPs.
• Assist in executing client service processes to drive engagement and collect feedback.
• Prepare and deliver monthly performance reports and maintain client experience processes.
• Collaborate with Investment and Portfolio Management to align expectations and retention.
• Coordinate cross-functionally with Finance, Operations and Compliance on billing workflows.
• Prepare client subscription and redemption documents for alternative investments.

Skills

Client service

Leadership

Organizational skills

Communication

Problem solving

Education

Bachelor's degree in business administration

Tools

CRM systems

RIA custodial platforms

Portfolio management & reporting tools

Job description

Pennington Partners is seeking a Client Relationship Officer to lead client service efforts, deliver monthly performance reporting, and manage engagement with our Operating Partner Families & LPs. You will help ensure timely follow-up on actions and support the Lead Officer in scaling client services.

The role emphasizes clear communication, reliable execution, and data-driven insights, with collaboration across Finance, Operations and Compliance.