About this opportunity
Russell Tobin lists this Wealth Management Associate opportunity in san francisco, California. Review the employer’s description below for duties, qualifications and application requirements.
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.
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Worksite address
san francisco, CA, 94199, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.