VP, UHNW Family Office Relationships

NewEdge Capital Group LLC; New York (NY); Sur place; USD 150 000 - 200 000; Plein temps

Avantages offerts par ce poste

Bonus potential

401(k) match

Health insurance

Paid time off

Résumé du poste

NewEdge Family Office in New York, NY, seeks a Vice President, Relationship Manager to serve as a key contact for UHNW client relationships. You will partner with senior advisors to deliver end-to-end client experiences, coordinating investment, planning, and administrative resources for principals, families, and their outside advisors.

Responsibilities include onboarding, onboarding review, and overseeing client service workflows, with emphasis on discretion, risk management, and superior

Qualifications

• 8+ years in wealth management, trust, or family office with UHNW clients.
• Strong leadership and ability to mentor client service staff.
• Proven ability to manage complex relationships with principals and families.
• Solid understanding of tax, estate planning, and investment concepts.

Responsabilités

• Serve as primary day-to-day contact for UHNW clients and build long-term relationships.
• Coordinate internal professionals and external advisors to align on planning needs.
• Oversee onboarding of new clients and investments with compliance and ops.
• Escalate and resolve complex service issues with high standards of service.
• Lead family meetings, investment reviews, and action follow-ups.
• Coach Client Service Associates and support onboarding of new team members.

Connaissances

Relationship management

UHNW client focus

Client service leadership

CRM management

Executive presence

Mentoring team members

Communication

Strategic planning

coordination with advisors

Outils

Addepar

Salesforce

Excel

PowerPoint

Word

Description du poste

NewEdge Family Office in New York, NY, seeks a Vice President, Relationship Manager to serve as a key contact for UHNW client relationships. You will partner with senior advisors to deliver end-to-end client experiences, coordinating investment, planning, and administrative resources for principals, families, and their outside advisors.

Responsibilities include onboarding, onboarding review, and overseeing client service workflows, with emphasis on discretion, risk management, and superior