Senior Relationship Manager - Houston

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. This is a fully in‑office role in Houston with relocation considered.

The ideal candidate has a JD or CPA and 10+ years in client‑facing fiduciary, estate and wealth planning matters; boutique firm experience is preferred; strong Microsoft Office and Adobe Acrobat skills are required.

Qualifications

• Senior Relationship Manager role requiring JD or CPA and 10+ years in client-facing fiduciary, estate, tax and wealth planning.
• Boutique firm experience preferred; leadership backgrounds (Manager/Director/Partner/Of Counsel) welcomed.
• Strong Microsoft Office and Adobe Acrobat skills are required.

Responsibilities

• Act as lead advisor to UHNW families and coordinate investments, estate and tax planning.
• Oversee fiduciary administration and first-level review of discretionary distributions; lead estate administrations.
• Manage reporting, cash flow, liquidity, budgets and tax-compliance coordination; mitigate risks.
• Support client retention, new relationships and internal committees.

Skills

Relationship management

Client-facing

Estate planning

Wealth planning

Education

JD or CPA required

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