Wealth Management Associate

Russell Tobin; San Francisco (CA); On-site; USD 115,000 - 160,000; Full time

Benefits offered by this job

401(k) Match

Competitive Bonus

Job summary

A prominent recruitment agency is seeking an Associate or Sr. Analyst to join the Family Office Advisory team in San Francisco. This role focuses on high-touch client service for ultra-high net worth individuals and families. Candidates should have 3-6+ years of experience in family office or wealth management. Responsibilities include managing operations and serving as the primary contact for clients. Competitive salary range is $115,000 - $160,000 per year, with additional benefits and a competitive bonus structure.

Qualifications

• 3‑6+ years of experience in family office, wealth management, or UHNW client-facing environments.
• Familiarity with trust & estate or personal tax concepts and ability to communicate clearly.
• Experience with investment operations and client service.

Responsibilities

• Support senior Relationship Managers on large, complex family office relationships.
• Serve as a primary day-to-day contact for client requests and service needs.
• Develop a deep understanding of each client’s preferences to ensure personalized service.

Skills

Experience in family office

Wealth management

Client facing skills

Communication skills

Trust & estate concepts

Tools

Fidelity Wealthscape

Salesforce

Job description

This range is provided by Russell Tobin. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$115,000.00/yr - $160,000.00/yr

Role

Russell Tobin & Associates is currently recruiting for either an Associate or Sr. Analyst to join our client, a multi-family office, out of the San Francisco Bay Area. Our client is a global, multi-family office RIA that caters specifically (and only) to ultra-high net worth individuals and families. This individual will be joining the Family Office Advisory team, tasked with working directly with clients and providing high‑touch client service.

Key Responsibilities

• Support senior Relationship Managers on large, complex family office relationships and independently manage operations for smaller clients.
• Serve as a primary day‑to‑day contact for client requests and service needs.
• Develop a deep understanding of each client’s preferences to ensure personalized service and effective advocacy.
• Execute client service strategies, monitor team goals, and identify emerging client needs.
• Build trusted relationships with client intermediaries such as estate managers, chiefs of staff, and executive assistants.
• Coordinate with clients’ outside advisors on wealth transfer, asset protection, philanthropy, and other planning matters.
• Manage investment operations, bill payments, and lifestyle services with precision, confidentiality, and a high standard of service.

Ideal Candidate Profile

• 3‑6+ years of experience in family office, wealth management, and/or UHNW client‑facing environments.
• Familiarity with trust & estate or personal tax concepts and ability to communicate them clearly.
• Experience with systems such as Fidelity Wealthscape and Salesforce is beneficial.
• Competitive Bonus.
• 401(k) Match.
• and more!

Seniority Level

Associate

Employment Type

Full‑time

Job Function

Analyst and Finance

Industries

Investment Management, Financial Services, Venture Capital and Private Equity Principals