Family Office Client Coverage Leader (VP/ED)

InforCapital, partnership; New York (NY); On-site; USD 150,000 - 250,000; Full time

Job summary

InforCapital, partnership is looking for a Family Office Client Coverage VP / Executive Director in New York. This role involves acting as a senior leader who interfaces with Financial Advisors and Family Office clients, ensuring exceptional client experiences. The ideal candidate should possess a strong background in investment management and familiarity with ultra-high-net-worth client demands. Responsibilities include addressing complex client requests and driving effective responses aligned with business strategies.

Qualifications

• Proven experience in handling ultra-high-net-worth clients.
• Ability to collaborate with financial advisors and various teams.
• Strong background in investment management and family governance.

Responsibilities

• Act as the interface between Financial Advisors and Family Office clients.
• Drive responses to complex client requests across various topics.
• Deliver exceptional client experiences aligned with firm strategies.

Skills

Client relationship management

Investment management

Estate planning

Family governance

Ultra-high-net-worth client experience

Job description

InforCapital, partnership is looking for a Family Office Client Coverage VP / Executive Director in New York. This role involves acting as a senior leader who interfaces with Financial Advisors and Family Office clients, ensuring exceptional client experiences. The ideal candidate should possess a strong background in investment management and familiarity with ultra-high-net-worth client demands. Responsibilities include addressing complex client requests and driving effective responses aligned with business strategies.