Senior Relationship Manager

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

Benefits offered by this job

Equity opportunity

Relocation considered

Job summary

Apploi is seeking a Senior Relationship Manager to lead trusted advisor relationships for ultra-high-net-worth families in Houston. This in-office role focuses on coordinating investments, estate, tax and wealth-transfer planning, and fiduciary administration.

You will act as the primary advisor, ensuring comprehensive guidance across finances and family dynamics while collaborating with outside counsel and investment teams.

Qualifications

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

Responsibilities

• Act as lead advisor to a select group of UHNW families.
• Provide proactive guidance on 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 review of discretionary distributions, and lead estate administrations.
• Manage reporting, cash flow, liquidity, budgets and tax coordination.
• Spot and reduce legal, financial, operational and fiduciary risk.
• Support client retention and development of new relationships and internal committees.

Skills

Client relations

Wealth planning

Estate/tax planning

Education

JD or 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.

HP