Senior Wealth Manager — Family Office Planning Lead

Stamos Capital Partners, L.P.; Menlo Park (CA); On-site; USD 150,000 - 200,000; Full time

Job summary

Stamos Capital Partners, L.P. in Menlo Park, CA seeks a Senior Wealth Manager (Director-level) to lead client relationships and wealth planning for a core group of partners. You will own the financial plan, coordinate with associated advisors, and ensure fiduciary and regulatory compliance.

You will build comprehensive investment plans, manage asset allocation, and educate clients and next-generation beneficiaries, while deepening existing relationships and supporting growth of the practice.

Qualifications

• 8+ years of client-facing wealth management experience with high-net-worth families.
• Bachelor's degree is required; CFP certification in good standing.
• Strong communication skills and fiduciary mindset.
• Knowledge of trust/estate structures, tax planning, and retirement rules.
• Long-tenured client relationships with a fiduciary approach.

Responsibilities

• Serve as day-to-day lead contact for core investment partners and own client relationships.
• Coordinate planning and translate decisions into actionable steps.
• Build and maintain comprehensive investment and financial plans.
• Collaborate with accountants, tax advisors, attorneys, and trustees.
• Support transitions during life events and adjust plans accordingly.
• Work with Portfolio Managers on asset allocation and liquidity needs.
• Deliver financial education to clients and their next generation.
• Maintain accurate CRM and compliance records.

Skills

Relationship management

Financial planning

Client communication

Asset allocation

Estate planning awareness

Education

Bachelor's degree

CFP certification

Tools

CRM software

Planning software

Job description

Stamos Capital Partners, L.P. in Menlo Park, CA seeks a Senior Wealth Manager (Director-level) to lead client relationships and wealth planning for a core group of partners. You will own the financial plan, coordinate with associated advisors, and ensure fiduciary and regulatory compliance.

You will build comprehensive investment plans, manage asset allocation, and educate clients and next-generation beneficiaries, while deepening existing relationships and supporting growth of the practice.