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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