Senior Relationship Manager, Private Wealth

Syon Capital; San Francisco (CA); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) with company match

Employee Investment Program

Flexible paid time off

Hybrid schedule: Fri remote

Sabbatical program: 4 paid weeks after

Tuition and CE reimbursement

Lunch and learns

Team social events

Job summary

Syon Capital, a San Francisco-based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client relationships, serving as the primary contact to coordinate and fulfill client requests and identify investment opportunities within portfolios.

The ideal candidate has 10–15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication.

Qualifications

• 10–15 years experience at Senior Manager level in an RIA/family office
• 7–12 years experience at Manager level
• FINRA Series 65 is required; unlicensed applicants must obtain within 90 days
• CPWA designation preferred but not required
• Excellent verbal and written communication skills
• Hybrid/remote setting—In office Mon–Thu, 8:00 AM to 4:00 PM and Friday WFH

Responsibilities

• Oversee portfolio strategy by managing asset allocation, maturities, reinvestments, and held-away assets
• Manage client cash activity: cash raises, bill payments, liquidity planning, and funding
• Oversee client credit solutions: mortgages, construction loans, lines of credit; monitor PAL; run credit stress tests
• Provide views on investment oversight across markets and opportunities; execute trades and vet external opportunities
• Coordinate estate and tax planning with estate attorney and CPAs; run financial planning analyses and coordinate PFS
• Lead client relationship management: quarterly reviews, cross-team coordination, gather financial documentation and approvals
• Identify opportunities within the existing client base to drive business growth and smart cash deployments

Skills

Relationship management

Communication skills

Client service

Team mentorship

Education

FINRA Series 65 required

CPWA designation preferred

Job description

Syon Capital, a San Francisco-based SEC-registered investment adviser, is seeking a full-time Relationship Manager, Client Service. This role deepens and expands client relationships, serving as the primary contact to coordinate and fulfill client requests and identify investment opportunities within portfolios.

The ideal candidate has 10–15 years in an RIA/family office at senior levels, FINRA Series 65, and strong verbal and written communication.