Lead Relationship Manager - Los Angeles, California
This role is the ideal career move for
Tax Managers looking to move away from billable hours and tax seasons. The Firm offers a collegial environment with a work life balance; no tax seasons, no tax compliance, no billable hours
Trust Officers (JD required) with extensive exposure to sophisticated estate and philanthropic planning matters seeking a Boutique Independent Advisory Firm with a track to equity
Wealth Strategists with a desire to transition from a transactional role with clientele to a deeper, long term relationships
Opportunity to be mentored on all areas of comprehensive wealth management.
Significant upside to grow with the firm on a well trodden path towards ownership. Firm has a proven track record of offering equity to top performing talent.
5B+ Multi-Family Office seeks Lead Relationship Manager in Los Angeles to advise and coach high net worth and ultra high net worth clientele with a focus on high touch, seamless integration of services including:
Estate planning & philanthropy
Financial planning inclusive of income and wealth transfer issues
Concierge services inclusive of insurance and bill pay
Requires high net worth tax compliance experience. CPA preferred.
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