Senior Relationship Manager

SNFout; Bellaire (TX); On-site; USD 300,000 - 500,000; Full time

Benefits offered by this job

Equity opportunity

Job summary

SNFout in Houston seeks a Senior Relationship Manager to lead a portfolio of ultra-high-net-worth families, coordinating investments, estate and tax planning, and fiduciary administration.

You will work with outside counsel, CPAs and investment teams to deliver comprehensive family office services in an in-office setting, with relocation considered for the right candidate.

Qualifications

• JD or CPA required; 10+ years in client-facing fiduciary, estate, tax and wealth planning.
• Boutique firm experience preferred; Manager/Director/Partner backgrounds welcome.
• Strong Microsoft Office and Adobe Acrobat skills.

Responsibilities

• Act as lead advisor to a select group of UHNW families.
• Coordinate estate, tax and wealth-transfer planning with outside counsel, CPAs and investment teams, and see it through.
• Oversee fiduciary administration, including first-level review of discretionary distributions, and lead estate administrations.
• Manage reporting, cash flow, liquidity, budgets and tax-compliance coordination.
• Spot and reduce legal, financial, operational and fiduciary risk.
• Support client retention, new relationships and internal committees.

Skills

Microsoft Office

Adobe Acrobat

Education

JD

CPA

Tools

Microsoft Office

Adobe Acrobat

Job description

Attorneys and CPAs who want to advise families, not bill hours: this is the seat.

Job Title: Senior Relationship Manager - Houston

Position Overview

Senior Relationship Manager - Houston: A boutique multi-family office is hiring a senior advisor to serve as the primary relationship lead for ultra-high-net-worth families, coordinating investments, estate and tax planning, fiduciary administration and family office services. No sales quota. Fully in office in Houston (not hybrid); relocation considered.

Your Day-to-Day

• Act as lead advisor to a select group of UHNW families
• Give proactive guidance that accounts for finances, estate plans and family dynamics
• Coordinate estate, tax and wealth-transfer planning with outside counsel, CPAs and investment teams, and see it through
• Oversee fiduciary administration, including first-level review of discretionary distributions, and lead estate administrations
• Manage reporting, cash flow, liquidity, budgets and tax-compliance coordination
• Spot and reduce legal, financial, operational and fiduciary risk
• Support client retention, new relationships and internal committees

Why Join Us

Senior Relationship Manager - Houston offers longevity, sophisticated families and an equity opportunity.

Qualifications

Senior Relationship Manager - Houston: JD or CPA required; 10+ years in client-facing roles handling complex fiduciary, estate, tax and wealth planning matters; boutique firm experience preferred; Manager, Director, Partner or Of Counsel level backgrounds all welcome; strong Microsoft Office and Adobe Acrobat skills.

Compensation: $300,000 - $500,000 total package, plus an equity opportunity, depending on experience.