Multi-Family Office Advisor

Stevens Capital Partners; Omaha (NE); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental plan

Retirement plan

Paid time off

Job summary

Stevens Capital Partners is seeking a Relationship Manager to serve high-net-worth families in a comprehensive, white-glove wealth management role in Omaha. You will lead client relationships, craft personalized financial plans, and coordinate with investment teams to align strategies with goals.

The position emphasizes discretion, proactive service, and collaboration with a multi-disciplinary team to deliver estate, tax, and retirement planning, while expanding the firm’s family office

Qualifications

• Minimum of 5+ years of experience in financial advisory, wealth management, or private client services.
• Experience working with high-net-worth or UHNW clients.
• Strong knowledge of investment management, financial planning, estate planning, and tax considerations.
• Proven ability to manage complex client relationships with professionalism and discretion.

Responsibilities

• Serve as lead advisor and relationship manager for a select group of HNW/UHNW clients.
• Develop deep understanding of client goals, family dynamics, and legacy objectives.
• Deliver concierge-level service, anticipate needs and respond promptly.
• Coordinate regular client meetings, reviews, and strategic planning sessions.
• Design and implement comprehensive financial plans including investment, retirement, estate, tax, and risk planning.
• Collaborate with investment teams to align portfolios with client objectives and risk tolerance.
• Monitor portfolios and adjust recommendations based on market conditions and life events.
• Coordinate with attorneys, CPAs, and insurance specialists for integrated advice and execution.

Skills

Relationship management

Financial planning knowledge

Discretion

Client service

Communication

Education

MBA or MS in Finance

CFA / CPWA / RICP or CEPA (preferred)

Job description

Relationship Manager - Family Office / Private Client Services

COMPANY DESCRIPTION

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Our team's core mission is to delight our clients with exceptional, best-in-class service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.

POSITION OVERVIEW

This Relationship Manager serves as the primary point of contact for high-net-worth individuals and families, delivering comprehensive wealth management and family office services. This role is responsible for building deep, trusted relationships and providing a highly personalized, "white-glove" client experience across all aspects of a client’s financial life.

The ideal candidate combines technical expertise in financial planning with exceptional interpersonal skills, a high level of discretion, and a proactive, service-oriented mindset.

KEY RESPONSIBILITIES

Client Relationship Management

• Serve as the lead advisor and relationship manager for a select group of high-net-worth and ultra-high-net-worth clients and families
• Develop a deep understanding of each client’s financial goals, family dynamics, and long-term legacy objectives
• Deliver a concierge-level service experience, anticipating client needs and responding promptly and thoughtfully
• Coordinate and lead regular client meetings, reviews, and strategic planning sessions
• Design and implement comprehensive financial plans, including investment strategy, retirement planning, estate planning, tax optimization, and risk management
• Collaborate with internal investment teams to align portfolios with client objectives and risk tolerance
• Monitor client portfolios and proactively recommend adjustments based on market conditions and life events

Family Office Services

• Coordinate with external professionals (attorneys, CPAs, insurance specialists) to ensure integrated advice and execution
• Assist with multi-generational wealth planning, including education, governance, and wealth transfer strategies
• Support complex client needs such as concentrated stock positions, liquidity events, philanthropic planning, and trust structures

Business Development & Growth

• Identify opportunities to deepen existing client relationships and expand service offerings
• Generate referrals and contribute to new client acquisition through exceptional service and professional networks
• Participate in client events and firm initiatives to enhance brand presence in the high-net-worth community

Operational Excellence

• Ensure accurate documentation and compliance with regulatory requirements
• Maintain detailed client records and financial plans within CRM and planning systems
• Partner with operations and service teams to ensure seamless execution of client requests

QUALIFICATIONS & EXPERIENCE

• Minimum of 5+ years of experience in financial advisory, wealth management, or private client services
• Demonstrated experience working with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients
• Strong knowledge of investment management, financial planning, estate planning, and tax considerations
• Proven ability to manage complex client relationships with professionalism and discretion

SKILLS & COMPETENCIES

• Commitment to delighting clients with best-in-class, white-glove client service
• Exceptional relationship-building and communication skills
• High emotional intelligence and ability to navigate sensitive family dynamics
• Detail-oriented with strong analytical and problem-solving capabilities
• Proactive, responsive, highly organized; able to manage priorities and hit deadlines
• Ability to work both independently and collaboratively within a team environment
• Exhibit a "figure it out" attitude

PREFERRED ADDITIONAL QUALIFICATIONS

• Experience in a family office or multi-family office environment
• Advanced degree (MBA, MS in Finance, or related field)
• Additional specialization designations, such as CFA, CPWA, RICP or CEPA
• Extensive existing network within the high-net-worth community

CAREER OPPORTUNITY

The successful candidate is entering an ideal environment to succeed and thrive - the team at Stevens Capital Partners includes CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on company growth while providing career development for each team member.

Compensation package provides a competitive salary range commensurate with the successful candidate’s experience and expertise. Benefits package includes a generous health and dental plan, plentiful paid time off and holidays, retirement savings plan, and professional development and continuing education support.