Relationship Manager, Client Service

Syon Capital; San Francisco (CA); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Employee Investment Program

Flexible paid time off

Hybrid schedule: Fri remote

Sabbatical program: 4 paid weeks after

Tuition and CE reimbursement

Lunch and learns

Team social events

Job summary

Syon Capital, a San Francisco-based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client relationships, serving as the primary contact to coordinate and fulfill client requests and identify investment opportunities within portfolios.

The ideal candidate has 10–15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication.

Qualifications

• 10–15 years experience at Senior Manager level in an RIA/family office
• 7–12 years experience at Manager level
• FINRA Series 65 is required; unlicensed applicants must obtain within 90 days
• CPWA designation preferred but not required
• Excellent verbal and written communication skills
• Hybrid/remote setting—In office Mon–Thu, 8:00 AM to 4:00 PM and Friday WFH

Responsibilities

• Oversee portfolio strategy by managing asset allocation, maturities, reinvestments, and held-away assets
• Manage client cash activity: cash raises, bill payments, liquidity planning, and funding
• Oversee client credit solutions: mortgages, construction loans, lines of credit; monitor PAL; run credit stress tests
• Provide views on investment oversight across markets and opportunities; execute trades and vet external opportunities
• Coordinate estate and tax planning with estate attorney and CPAs; run financial planning analyses and coordinate PFS
• Lead client relationship management: quarterly reviews, cross-team coordination, gather financial documentation and approvals
• Identify opportunities within the existing client base to drive business growth and smart cash deployments

Skills

Relationship management

Communication skills

Client service

Team mentorship

Education

FINRA Series 65 required

CPWA designation preferred

Job description

About this position

About Us

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'll do

• Oversee portfolio strategy by managing asset allocation and deployment, monitoringT-bill maturities, and reinvestments, and assessing held-away assets toidentifyallocation gaps and growth opportunities.
• Manage client cash activity by executing cash raises,coordinatebill paymentservicesand liquidity planning, and overseeshort-term cash positioning and funding needs
• Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit; monitorpledge asset lines (PAL),andrun credit stress tests
• Provideviews on investment oversight no markets, sectors, and investment opportunities; execute trades, managealternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios
• Coordinate comprehensive estate and tax planning by partnering withestateattorneyand CPAS on tax strategy and reporting,run financial planning analysis,and coordinate personal financialstatement (PFS) completion
• Lead client relationship management byconducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strength long-term client engagement and retention
• Drive business growth byidentifyingopportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions

What you have

• Proven progressive experience in an RIA family office or fiduciary setting, 10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level
• 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.

A reasonable estimate for the current salary range is based on skills and experience.

• Manager: $125,000 to $150,000
• Senior Manager: $150,000 to $175,000

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
• Tuition and 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.