Client Relationship Manager

Pennington Partners & Co.; Maryland; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Commuter parking

Cell phone reimbursement

Wellness stipend

Job summary

Pennington Partners & Co. is seeking a Client Relationship Manager to lead client service for Operating Partner Families and LPs in the DC market, with responsibilities including monthly performance reporting and meeting management.

The role requires experience in Private Wealth/RIA/MFO environments, plus strong leadership across regions, and a deep understanding of CRM and portfolio reporting tools to drive engagement and growth.

Qualifications

• Minimum 5 years managing a client service team in Private Wealth/related firms.
• Bachelor’s degree in business administration or related field; MBA preferred.
• Strong strategic planning, process improvement and business development experience.
• Proven leadership across multiple regions with client service focus.
• Solid grasp of CRM and portfolio reporting tools used for high-net-worth clients.

Responsibilities

• Serve as the day-to-day contact for Operating Partner Families & LPs in the DC Market.
• Deliver monthly performance reporting and manage monthly meetings.
• Develop client service processes to improve efficiency and scale with growth.
• Define KPIs and collect feedback to inform engagement models.
• Collaborate with Investment and Portfolio Management to align expectations and retention.

Skills

Client service leadership

Strategic planning

Data analysis

Cross-region team leadership

CRM systems

Education

Bachelor’s degree in business administration

MBA preferred

Tools

CRM systems

RIA custodial platforms

Portfolio reporting tools

Job description

Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help. While the firm is building scale and institutional character, we value our entrepreneurial culture and flexibility. Recently winning Best Multi-family Office up to $25bn and Best Family Office – Client Service at the PAM Awards 2025.

About the Position

The Client Relationship Manager position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs in the Houston market. The role will serve as the day-to-day contact for each Operating Partner Family & LP and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings, as well as diligent follow-up on any action items. Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role can be located in Bethesda, Houston, NYC, Miami or Atlanta.

This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part in our success as a firm. This role will flourish with someone who has a proven track record of utilizing successful customer experience (CX) strategies within the Private Wealth Management, RIA, or Multi-Family office industries. Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

What You’ll Do

• Manage the day-to-day interactions as the Client Service owner of Pennington’s Operating Partner Families and LPs in the DC Market.
• Provide leadership, guidance, and development to other Client Relationship Officers across the company. Developing client service processes that improve efficiencies and scale with company growth.
• Team up with Leadership to define and implement KPIs for the Client Service function in Bethesda and collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model.
• Work directly with the DC Market Leadership Team to design and implement Client Service processes that will drive high levels of engagement.
• Have input into the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs.
• Collaborate with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long-term business results through retention.
• Partner with the DC Market leadership team to promote company culture and vision.
• Integrate cross-functionally with colleagues from Finance, Operations, and Compliance to ensure we are executing the billing process seamlessly
• Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity, & Pershing) to execute client service requests and orders.

What We Need

• A minimum of 5 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse.
• A minimum of 7 years 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; an 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. Experience managing a team of client service members, ideally across multiple regions as a player/coach.
• 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 and communicate effectively with leadership and other team members.
• A team-player and leader who personally believes in, and is willing to champion, the Core Values of the firm.

What You’ll Get

We offer competitive and comprehensive benefits to help you prioritize your wellness and your career development. Working with a company that leverages our Core Values: Developing One’s Greatest Potential, Thinking Big, Client Obsession, Tikkun Olam (Repair Our World).

• Salary - Competitive compensation (base salary + target bonus)
• Benefits - Robust benefits package with a choice of PPO Health Insurance Plans covering medical, dental, vision, disability, and group term life insurance with 100% of the employee’s premium paid by us. Optional HSA Plan, with a $600 employer contribution. 401K Plan with employer match, commuter parking benefit, cell phone reimbursement.
• Health & Wellness – $100/month stipend to use on the choice of fitness, meditation classes, meal kits, CSA, and more. Oura Ring welcome gift and one-year subscription to the Oura Ring app, and Pennington welcome swag! Worldwide emergency travel assistance coverage.
• Paid Time Off - 15 days PTO, sick leave, bereavement leave, 11 federal holidays and 3 floating holidays. Paid maternity and paternity leave for biological and adoptive parents, plus the option to work from home after paid leave ends to extend time with your growing family, and a $4,000 childcare stipend to help you transition back to work.

EQUAL EMPLOYMENT OPPORTUNITY

It is the policy of Pennington Partners to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Pennington Partner’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.