Senior Client Relationship Manager, Private Wealth

Pennington Partners & Co.; Maryland; On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

401K with employer match

Commuter parking

Cell phone reimbursement

Wellness stipend

Job summary

Pennington Partners & Co. is seeking a Client Relationship Manager to lead client service for Operating Partner Families and LPs in the DC market, with responsibilities including monthly performance reporting and meeting management.

The role requires experience in Private Wealth/RIA/MFO environments, plus strong leadership across regions, and a deep understanding of CRM and portfolio reporting tools to drive engagement and growth.

Qualifications

• Minimum 5 years managing a client service team in Private Wealth/related firms.
• Bachelor’s degree in business administration or related field; MBA preferred.
• Strong strategic planning, process improvement and business development experience.
• Proven leadership across multiple regions with client service focus.
• Solid grasp of CRM and portfolio reporting tools used for high-net-worth clients.

Responsibilities

• Serve as the day-to-day contact for Operating Partner Families & LPs in the DC Market.
• Deliver monthly performance reporting and manage monthly meetings.
• Develop client service processes to improve efficiency and scale with growth.
• Define KPIs and collect feedback to inform engagement models.
• Collaborate with Investment and Portfolio Management to align expectations and retention.

Skills

Client service leadership

Strategic planning

Data analysis

Cross-region team leadership

CRM systems

Education

Bachelor’s degree in business administration

MBA preferred

Tools

CRM systems

RIA custodial platforms

Portfolio reporting tools

Job description

Pennington Partners & Co. is seeking a Client Relationship Manager to lead client service for Operating Partner Families and LPs in the DC market, with responsibilities including monthly performance reporting and meeting management.

The role requires experience in Private Wealth/RIA/MFO environments, plus strong leadership across regions, and a deep understanding of CRM and portfolio reporting tools to drive engagement and growth.