UHNW Family Wealth Planner & Client Experience Lead

Pitcairn Trust Company, Llc; Conshohocken (Montgomery County); On-site; USD 95,000 - 130,000; Full time

Job summary

Pitcairn Trust Company, Llc is seeking a Family Wealth Associate to support Relationship Managers in all phases of financial planning for ultra-high-net-worth client families and single-family offices. You will lead the client service experience for a subset of client relationships.

The role requires a 5-year client-focused background, strong technical skills in financial analysis, and certification goals (CFP, Series 65/66 within 90 days).

Qualifications

• Bachelor’s degree in Accounting, Finance, Economics, or related field with 5+ years client services experience.
• Excellent computer skills (Word, Outlook, Excel, PowerPoint) and familiarity with financial analysis applications.

Responsibilities

• Assist Relationship Managers with comprehensive financial planning and lead the client service experience for a subset of client relationships.
• Prepare cash flow reports, balance sheets, and net worth statements; analyze impact of market return assumptions and spending on wealth projections.
• Implement and monitor asset allocation; perform trading and rebalancing analysis; initiate transactions for mutual funds, ETFs, and SMA accounts; tax-loss harvesting and portfolio monitoring.
• Coordinate collection of income tax information, calculation and payment of taxes, and client requests for tax projections.
• Examine insurance needs and coordinate implementation with Family Office Insurance Administrator.
• Create reports and client deliverables; generate custom content for complex client families.
• Review client fee calculations for accuracy and obtain necessary approvals for asset-specific fee exceptions.
• Ensure annual compliance review requirements are met for all accounts.

Skills

Client relationship skills

Communication skills

Analytical thinking

Team collaboration

Education

Bachelor’s degree in Accounting, Finance, Economics, or related field

Tools

Microsoft Word

Outlook

Excel

PowerPoint

Job description

Pitcairn Trust Company, Llc is seeking a Family Wealth Associate to support Relationship Managers in all phases of financial planning for ultra-high-net-worth client families and single-family offices. You will lead the client service experience for a subset of client relationships.

The role requires a 5-year client-focused background, strong technical skills in financial analysis, and certification goals (CFP, Series 65/66 within 90 days).