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JOB DESCRIPTION

Job #: 6054
Title: Lead Relationship Manager
Job Location: Los Angeles, California - United States
Employment Type:
Salary: $125,000.00 - $160,000.00 - US Dollars - Yearly
Other Compensation: Above Average Benefits
Employer Will Recruit From: Regional
Relocation Paid?: NO

WHY IS THIS A GREAT OPPORTUNITY?


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

In addition:

  • 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.

JOB DESCRIPTION

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
  • Investment advisory
  • Concierge services inclusive of insurance and bill pay

QUALIFICATIONS

Requires high net worth tax compliance experience. CPA preferred.