Senior Associate – Family Office Advisory, San Francisco, CA
Skills
- Professional Communication
- Relationship Management
- Investment Management
- Professional Services
- Financial Advisory
- Analytical Skills
- Estate Planning
- Macroeconomics
- Communication
- Family Office
- Compensation
- Construction
- Investments
- Leadership
- Individual
- Management
- Insurance
- Planning
- Training
- Strategy
- Business
- Wellness
- Policy
- Tax
- CPA
- Business Administration
- Operational Excellence
- Regulatory Compliance
- Interpersonal Skills
- Financial Reporting
- Strategic Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Detail-Oriented
- Collaboration
- Tax Planning
- Partnerships
- Compliance
- Consulting
- Fiduciary
- Economics
- Series 7
- Finance
- Balance
- TRACK
- CFA
- CFP
- Financial Services
- Catering
- Communication Skills
- Attention To Detail
- Human Resources
- Detail Oriented
- Documentation
- Preparation
- Onboarding
- Organized
- Mentoring
- Liability
- Integrity
- Security
- Payments
- Banking
- Trusts
- CRM
- Multi-generational Planning
- Verbal Communication
- Tax Preparation
- Client Services
- Cash Management
- Mentorship
- Drawing
- Reviews
- Customer Service
- Problem Solving
- Confidentiality
- Individual Tax
- SalesForce
- Technical
- Respect
- Professional Communication
- Relationship Management
- Investment Management
- Professional Services
- Financial Advisory
- Analytical Skills
- Estate Planning
- Macroeconomics
- Communication
- Family Office
- Compensation
- Construction
- Investments
- Leadership
- Individual
- Management
- Insurance
- Planning
- Training
- Strategy
- Business
- Wellness
- Policy
- Tax
- CPA
- Business Administration
- Operational Excellence
- Regulatory Compliance
- Interpersonal Skills
- Financial Reporting
- Strategic Planning
- Financial Planning
- Wealth Management
- Asset Allocation
- Detail-Oriented
- Collaboration
- Tax Planning
- Partnerships
- Compliance
- Consulting
- Fiduciary
- Economics
- Series 7
- Finance
- Balance
- TRACK
- CFA
- CFP
- Financial Services
- Catering
- Communication Skills
- Attention To Detail
- Human Resources
- Detail Oriented
- Documentation
- Preparation
- Onboarding
- Organized
- Mentoring
- Liability
- Integrity
- Security
- Payments
- Banking
- Trusts
- CRM
- Multi-generational Planning
- Verbal Communication
- Tax Preparation
- Client Services
- Cash Management
- Mentorship
- Drawing
- Reviews
- Customer Service
- Problem Solving
- Confidentiality
- Individual Tax
- SalesForce
- Technical
- Respect
About the Role
Join a dynamic team as a Senior Associate in Family Office Advisory, playing a pivotal role in managing relationships with high net worth and ultra-high net worth clients. This position offers the opportunity to work closely with Relationship Managers, delivering tailored client service and supporting complex wealth management needs.
Team and Company Context
Our client is a global investment firm managing over $75 billion in assets, dedicated to building resilient, long-term portfolios. The firm emphasizes a close-knit community approach, partnering with founders who are reshaping industries and supporting clients through multi-generational planning and daily financial needs. The investment management team crafts diversified portfolios for influential families and mission-driven organizations, leveraging shared insights and a relationship-driven service model.
Role Narrative
As a Senior Associate, you will be a key member of the relationship management team, acting as a knowledgeable client advocate and ensuring seamless execution of client service strategies. You will develop trusted partnerships with clients and their advisors, manage investment operations, and contribute to firmwide initiatives. This role requires a proactive approach to problem-solving and a commitment to delivering exceptional client experiences in a fast-paced environment.
Key Responsibilities
- Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.
- Serve as a key point of contact for day-to-day client service needs.
- Develop a deep understanding of assigned clients' expectations and preferences to serve as a knowledgeable client advocate and ensure tailored execution.
- Execute client service strategy, track client team goals, and monitor trends impacting future client needs.
- Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.
- Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.
- Cultivate partnerships with accountants, lawyers, and other client advisors and service providers.
- Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.
- Execute investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service.
- Partner with other internal teams on client service processes and workflow.
- Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities.
- Be an engaged culture carrier and play a leadership role in firmwide initiatives.
- Promote and ensure respect for client privacy and confidentiality in all matters.
Required Qualifications
- Bachelor's degree and roughly six to eight years of experience in a relevant area.
- Prior work within a family office, wealth advisory firm, or serving high-net-worth households is strongly valued.
- Strong communication and relationship-building skills, with enthusiasm and a willingness to learn quickly.
- Demonstrated ability to lead thoughtfully and adaptively in a fast-moving environment.
- Track record of collaborating effectively with colleagues at all levels to deliver an exceptional client experience.
- Foundational exposure to trust and estate matters and/or individual tax topics, with the ability to explain key ideas to clients when needed.
Preferred Qualifications
- Familiarity with platforms such as Fidelity Wealthscape and Salesforce.
Compensation & Benefits
- Comprehensive Medical, Dental, and Vision Insurance.
- Life and disability insurance coverage, along with family and wellness benefits including mental health support, fertility assistance, and backup childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Wellness and hybrid work arrangements, supported by stipends.
- Professional development support, including tuition reimbursement, book stipends, and assistance for pursuing certifications.
- A smart-casual dress code and flexible work environment.