Senior Relationship Manager, Family Office Advisory

Naviga Recruiting & Executive Search; Denver (CO); On-site; USD 140,000 - 210,000; Full time

Job summary

Naviga Recruiting & Executive Search is representing an elite family office seeking a seasoned Relationship Manager to partner with a senior advisor in serving a select group of exceptionally sophisticated families. Based in the Denver area, this role requires travel roughly 60-65% to support client needs.

You will learn from a leading expert and help manage complex tax, estate planning, and strategic business engagements within a confidential, relationship-driven environment.

Qualifications

• Bachelor's Degree is required.
• MBA or JD is nice to have but not required.
• Will­ingness to pursue advanced industry credentials (such as the CPWA) sponsored by the firm.

Responsibilities

• Partner closely with the senior advisor to support a highly sophisticated and multigenerational client base.
• Help lead and execute complex family-office and business consulting initiatives.
• Research, analyze and coordinate tax, estate, business and financial matters.
• Support business transactions, investments and major client projects.
• Coordinate with attorneys, CPAs, investment professionals and other outside advisors.
• Participate in client meetings and develop trusted relationships with family members and professional advisors.
• Manage multiple complex initiatives simultaneously and maintain momentum through long-term projects.
• Develop increasing ownership of client relationships and responsibilities.
• Learn the firm's proprietary approach to comprehensive family-office consulting.
• Progress toward becoming the senior advisor’s long-term successor.

Skills

Tax

Transactional law

Business transactions / M&A

Tax consulting

Business brokerage

Family-office consulting

Education

Bachelor's Degree

MBA or JD nice to have

Job description

Naviga Recruiting & Executive Search is representing an elite family office seeking a seasoned Relationship Manager to partner with a senior advisor in serving a select group of exceptionally sophisticated families. Based in the Denver area, this role requires travel roughly 60-65% to support client needs.

You will learn from a leading expert and help manage complex tax, estate planning, and strategic business engagements within a confidential, relationship-driven environment.