Family Office VP: Trusted Client Relationship Leader

MAVERIQ Capital Group LLC; San Francisco (CA); On-site; USD 175,000 - 225,000; Full time

Job summary

MAVERIQ Capital Group LLC, a private multi-family office, seeks a Vice President for its Family Office team. You will build trusted relationships with clients, manage a broad range of financial, operational, and personal matters, and collaborate with attorneys, accountants, and advisors to deliver thoughtful, bespoke wealth solutions.

Ideal candidate has 6–10+ years in family office or private wealth services, exceptional attention to detail, and a service-oriented mindset.

Qualifications

• 6-10+ years in family office or private wealth management environment.
• Experience with high-net-worth clients and families.
• Strong service orientation and relationship-building.
• Excellent communication, organization, and problem-solving skills.

Responsibilities

• Serve as primary contact for clients, family members, and advisors, delivering personalized support.
• Understand each family's financials and priorities to anticipate needs and coordinate solutions.
• Manage day-to-day financial activities: cash movements, banking, investments, distributions, and accounts.
• Coordinate with attorneys, accountants, custodians on estate planning, tax, and philanthropy.

Skills

Client relationships

Financial services

Wealth management

Communication

Education

Bachelor's degree

Tools

Custodial platforms

Job description

MAVERIQ Capital Group LLC, a private multi-family office, seeks a Vice President for its Family Office team. You will build trusted relationships with clients, manage a broad range of financial, operational, and personal matters, and collaborate with attorneys, accountants, and advisors to deliver thoughtful, bespoke wealth solutions.

Ideal candidate has 6–10+ years in family office or private wealth services, exceptional attention to detail, and a service-oriented mindset.