Relationship Manager

Naviga•San Francisco, CA

61d•Hybrid

About The Position

Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time. Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.

Requirements

2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
Proficiency with CRM systems and financial reporting software.
Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
Excellent written and verbal communication skills with high discretion handling sensitive financial information.
The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals.
You are financially savvy , highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills.
You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.

Nice To Haves

Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).

Responsibilities

Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
Coordinate prep work and drive execution for client strategy meetings.
Collaborate with external client partners—including CPAs, trust officers, attorneys, and bankers—on comprehensive tax, estate, and business decisions.
Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
Assist with credit, cash flow execution, and treasury management across client balance sheets.
Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
Oversee action-item tracking and operational compliance across the practice.