UHNW Wealth & Fiduciary Lead — Equity Opportunity

Snfout; Bellaire (TX); On-site; USD 300,000 - 500,000; Full time

Benefits offered by this job

Equity opportunity

Relocation considered

Job summary

Apploi is seeking a Senior Relationship Manager to lead trusted advisor relationships for ultra-high-net-worth families in Houston. This in-office role focuses on coordinating investments, estate, tax and wealth-transfer planning, and fiduciary administration.

You will act as the primary advisor, ensuring comprehensive guidance across finances and family dynamics while collaborating with outside counsel and investment teams.

Qualifications

• JD or CPA required; 10+ years in client-facing fiduciary, estate and wealth planning.
• Boutique firm experience preferred.
• Strong Microsoft Office and Adobe Acrobat skills.

Responsibilities

• Act as lead advisor to a select group of UHNW families.
• Provide proactive guidance on 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 review of discretionary distributions, and lead estate administrations.
• Manage reporting, cash flow, liquidity, budgets and tax coordination.
• Spot and reduce legal, financial, operational and fiduciary risk.
• Support client retention and development of new relationships and internal committees.

Skills

Client relations

Wealth planning

Estate/tax planning

Education

JD or CPA

Tools

Microsoft Office

Adobe Acrobat

Job description

Apploi is seeking a Senior Relationship Manager to lead trusted advisor relationships for ultra-high-net-worth families in Houston. This in-office role focuses on coordinating investments, estate, tax and wealth-transfer planning, and fiduciary administration.

You will act as the primary advisor, ensuring comprehensive guidance across finances and family dynamics while collaborating with outside counsel and investment teams.