Wealth Management Associate

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

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

A global multi-family office is seeking an Associate or Sr. Analyst in San Francisco. The role involves high-touch client service for ultra-high net worth clients, supporting senior managers, executing service strategies, and managing operations for smaller clients. Ideal candidates have 3-6 years in wealth management and are versed in trust and estate concepts. Competitive salary and benefits offered.

Qualifications

• 3-6+ years of experience in family office or wealth management.
• Ability to communicate trust and estate concepts clearly.
• Experience in client-facing environments.

Responsibilities

• Support senior Relationship Managers on family office relationships.
• Serve as a primary contact for client requests.
• Develop understanding of client preferences for personalized service.
• Execute client service strategies and monitor team goals.

Skills

Client relationship management

Understanding of family office and wealth management

Communication of tax 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

The 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.
• $115,000 - $160,000 Base Range (dependent on experience)
• Competitive Bonus
• 401(k) Match
• and more!

Seniority level

Associate

Employment type

Full-time

Job function

Analyst and Finance

Industries

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

Benefits

• Medical insurance
• Vision insurance
• 401(k)
• Disability insurance

Referral program

Referrals increase your chances of interviewing at Russell Tobin by 2x.