Relationship Manager, Client Service

Syon Capital; San Francisco (CA); Hybrid; USD 150,000 - 175,000; Full time

Benefits offered by this job

Flexible paid time off

401(k) with 4% company match

Sabbatical program after 5 years

Job summary

Syon Capital in San Francisco is seeking a full-time Relationship Manager in Client Service to deepen client relationships and manage investment strategies. The ideal candidate will have 10-15 years of experience in a fiduciary setting and hold a FINRA Series 65 license. Responsibilities include managing asset allocation, coordinating estate planning, and overseeing credit solutions. A competitive salary between $150,000 to $175,000 and an annual discretionary bonus are offered, alongside a hybrid work schedule and comprehensive benefits package.

Qualifications

• 10–15 years of proven experience in a family office or fiduciary setting.
• Ability to demonstrate strong judgement and serve as a resource.

Responsibilities

• Oversee portfolio strategy and manage asset allocation.
• Manage client cash activity and coordinate bill payment services.
• Oversee client credit solutions and monitor pledge asset lines.
• Provide views on investment oversight and execute trades.
• Coordinate estate and tax planning with attorneys and CPAs.
• Lead client relationship management and coordinate client activities.
• Drive business growth by identifying opportunities within the client base.

Skills

Proficient in financial planning

Strong judgement and accountability

Exceptional communication skills

Education

FINRA Series 65

Certified Private Wealth Advisor designation (CPWA)

Job description

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.

We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.

Syon Capital is an SEC-registered investment advisor.

Who We’re Looking For

Syon Capital is seeking a full-time Relationship Manager, Client Service. This role is responsible for deepening and expanding the client relationship. As the primary point of contact, the relationship manager coordinates and ensures execution of all client requests and identifies investment opportunities within their portfolio.

What You Will Do

• Oversee portfolio strategy by managing asset allocation and deployment, monitoring T-bill maturities, and reinvestments, and assessing held‑away assets to identify allocation gaps and growth opportunities.
• Manage client cash activity by executing cash raises, coordinate bill payment services and liquidity planning, and oversee short‑term cash positioning and funding needs.
• Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit; monitor pledge asset lines (PAL), and run credit stress tests.
• Provide views on investment oversight in markets, sectors, and investment opportunities; execute trades, manage alternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios.
• Coordinate comprehensive estate and tax planning by partnering with estate attorney and CPAs on tax strategy and reporting, run financial planning analysis, and coordinate personal financial statement (PFS) completion.
• Lead client relationship management by conducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strengthen long‑term client engagement and retention.
• Drive business growth by identifying opportunities within the existing client base, advising on strategic cash deployments, managing equity concentration strategies, and implementing index‑based premium overlay solutions.

What You Have

• 10–15 years of proven progressive experience in an RIA family office or fiduciary setting.
• FINRA Series 65 is required; unlicensed applicants will need to obtain their license within 90 days of hire.
• Certified Private Wealth Advisor designation (CPWA) is preferred, but not required.
• Proficiency in understanding and helping the client achieve their ultimate financial goals.
• Ability to demonstrate strong judgement, consistency, and accountability and serve as a resource for junior team members.
• Exceptional verbal and written communication skills.
• A mindset that values every task, big or small.
• Hybrid/remote setting—In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH.

Compensation

We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications. The base salary range for this position starts at $150,000 to $175,000. This position is also eligible for an annual discretionary bonus.

Benefits and Perks

• Comprehensive medical, dental, and vision plans.
• 401(k) with 4% company match.
• Employee Investment Program.
• Flexible paid time off.
• Hybrid schedule: Friday and 3 holiday weeks remote.
• Sabbatical program: 4 paid weeks after 5 years of service.
• CE reimbursement for relevant licenses.
• Quarterly lunch and learns.
• Quarterly team social events.

Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.