UHNW Client Experience Director

mariner-careers; Los Angeles (CA); On-site; USD 150,000 - 210,000; Full time

Job summary

mariner-careers in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage day-to-day financial and administrative complexities.

The CRM coordinates with clients, advisors, CPAs, attorneys, bankers, property managers and household staff to ensure seamless execution and an

Qualifications

• 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
• Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
• Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
• Experience working with multiple entities, trusts, real estate holdings, and business interests.
• Working knowledge of cash management, bill pay, money movement, and financial administration.
• Exceptional communication, relationship management, and problem-solving skills.
• Ability to prioritize competing demands in a fast-paced, high-touch environment.
• High degree of professionalism, discretion, and attention to detail.

Responsibilities

• Serve as the primary point of contact for clients and their professional teams.
• Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
• Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
• Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
• Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
• Monitor client activity, proactively identify issues, and drive solutions to completion.
• Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.

Skills

Client-facing experience

Relationship management

Financial proficiency

Organizational skills

Discretion and professionalism

High-net-worth servicing

Job description

mariner-careers in Los Angeles seeks an experienced Client Relationship Manager to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage day-to-day financial and administrative complexities.

The CRM coordinates with clients, advisors, CPAs, attorneys, bankers, property managers and household staff to ensure seamless execution and an