Description
The client is seeking a seasoned Relationship Manager to partner with a senior advisor serving sophisticated, multigenerational family-office clients. The role supports complex family-office and business consulting initiatives, researches tax, estate, business, and financial matters, coordinates with outside advisors, manages client relationships and multiple initiatives, and develops ownership of client responsibilities while progressing toward becoming the senior advisor’s long-term successor. The position is based in the Redwood City, California area, with candidates in Denver or Tampa also considered, and requires approximately 60–65% travel.
