Family Office Wealth Associate

Russell Tobin; San Francisco (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

401(k) Match

Competitive Bonus

Job summary

A prominent recruitment agency is seeking an Associate or Sr. Analyst to join the Family Office Advisory team in San Francisco. This role focuses on high-touch client service for ultra-high net worth individuals and families. Candidates should have 3-6+ years of experience in family office or wealth management. Responsibilities include managing operations and serving as the primary contact for clients. Competitive salary range is $115,000 - $160,000 per year, with additional benefits and a competitive bonus structure.

Qualifications

• 3‑6+ years of experience in family office, wealth management, or UHNW client-facing environments.
• Familiarity with trust & estate or personal tax concepts and ability to communicate clearly.
• Experience with investment operations and client service.

Responsibilities

• Support senior Relationship Managers on large, complex family office relationships.
• Serve as a primary day-to-day contact for client requests and service needs.
• Develop a deep understanding of each client’s preferences to ensure personalized service.

Skills

Experience in family office

Wealth management

Client facing skills

Communication skills

Trust & estate concepts

Tools

Fidelity Wealthscape

Salesforce

Job description

A prominent recruitment agency is seeking an Associate or Sr. Analyst to join the Family Office Advisory team in San Francisco. This role focuses on high-touch client service for ultra-high net worth individuals and families. Candidates should have 3-6+ years of experience in family office or wealth management. Responsibilities include managing operations and serving as the primary contact for clients. Competitive salary range is $115,000 - $160,000 per year, with additional benefits and a competitive bonus structure.