Relationship Manager

Naviga Recruiting & Executive Search; San Francisco (CA); Hybrid; USD 110,000 - 180,000; Full time

Job summary

The Opportunity: An established multi-family office is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. This apprenticeship-style role lets you work closely with a seasoned advisor to manage complex family relationships and gradually transition into a lead advisor position.

You will handle high-net-worth clients for private wealth management, coordinate meetings, work with CPAs, trust officers, attorneys, and banks, and assist with

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 2–5+ years of experience in private wealth management, RIA support, or financial planning.
• Proficiency with CRM systems and financial reporting software.

Responsibilities

• Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
• Coordinate prep work and drive execution for client strategy meetings.
• Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers - on comprehensive tax, estate, and business decisions.
• Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
• Assist with credit, cash flow execution, and treasury management across client balance sheets.
• Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
• Oversee action-item tracking and operational compliance across the practice.

Skills

Private wealth management

Client relationship management

Financial planning

CRM software

Education

Bachelor's degree in Finance

Tools

CRM systems

Financial reporting software

Job description

The Opportunity

Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.

About the Company

Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.

Location

San Francisco, CA. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.

What You Will Do

• Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
• Coordinate prep work and drive execution for client strategy meetings.
• Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers - on comprehensive tax, estate, and business decisions.
• Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
• Assist with credit, cash flow execution, and treasury management across client balance sheets.
• Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
• Oversee action-item tracking and operational compliance across the practice.

Who You Are

• 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
• Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
• Proficiency with CRM systems and financial reporting software.
• Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
• Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
• Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
• Excellent written and verbal communication skills with high discretion handling sensitive financial information.

The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals. You are financially savvy , highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills. You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.

Education & Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field required.

Flexibility & Work-Life Integration

• Work Structure: Onsite office environment paired with regional client meetings and occasional remote options.
• Schedule: Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
• Environment: Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.

Why Join the Team?

This position offers a clear path toward becoming a lead wealth advisor without the immediate pressure of cold prospecting or building a book of business from scratch. You will receive direct mentorship, gain deep exposure to multi-generational family office solutions, and have structured avenues to assume full ownership of client relationships over time.