Vice President, Relationship Manager

NewEdge Capital Group•New York City, NY

About The Position

The Vice President, Relationship Manager at NewEdge Family Office works alongside senior advisors as a key point of contact for a book of ultra-high-net-worth client relationships in New York, NY. The role partners with senior advisors to deliver the client experience end to end by deepening relationships with clients, their families, and outside advisors, and coordinating the firm's investment, planning, and administrative resources. NewEdge Family Office is a specialized offering within NewEdge Wealth that serves families with complex needs. Its research-driven approach identifies, vets, and integrates specialist providers across investment management, estate strategy, tax optimization, and administration into a cohesive family office experience. The Relationship Manager oversees client relationships and service delivery, coordinates onboarding and family office administration, leads family meetings and investment reviews, and manages team workflows. The position also supports risk and compliance practices, improves processes, and coaches and develops client service team members.

Requirements

At least 8 years of relevant wealth management, trust, or family office experience.
Meaningful experience working directly with HNW/UHNW clients and their professional advisors.
A proven record of managing and growing client relationships.
Prior experience supervising or mentoring client service associate-level staff.
Strong working familiarity with trust and estate planning and a broad understanding of investment and tax planning concepts, including alternative investments and lending.
Understanding of risk management, compliance, and regulatory requirements.
Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word.
Exceptional communication, organization, follow-through, relationship judgment, and executive presence; ability to advise and influence senior clients and outside professionals.
Strong leadership, delegation, and coaching skills, with the judgment to prioritize and manage multiple client and team needs in a fast-paced environment.
Professionalism, discretion, and a client-first approach.

Nice To Haves

Proficiency with Addepar, Claude, and Salesforce is preferred.

Responsibilities

Serve as a primary day-to-day contact for a portfolio of UHNW family clients, understanding their priorities and building trusted long-term relationships with principals, family members, and next-generation members.
Coordinate internal professionals and outside attorneys, CPAs, trustees, and other advisors on tax, estate, and wealth planning needs; maintain accountability for implementation and follow-up.
Oversee onboarding of new clients and investments, including documentation, account structuring, and review of requirements with compliance and operations.
Anticipate client needs, escalate and resolve complex service issues, and ensure responsive, consistently high-standard service.
Coordinate with support from Client Service Analysts on liquidity needs, capital calls, subscriptions, redemptions, account activity, family office administration, and client records.
Lead and coordinate family meetings and investment reviews by setting agendas, documenting outcomes, and driving follow-up actions to completion.
Navigate sensitive family matters and multigenerational relationships with sound judgment and discretion.
Manage the client service model, team workflows, and priorities, including calendars and daily, weekly, and monthly activities.
Maintain accurate client records in CRM and contact management systems and monitor data quality across the team.
Ensure adherence to risk management, compliance, and regulatory requirements, and escalate issues appropriately.
Identify and implement process improvements that increase efficiency and improve the client experience.
Coach and develop Client Service Associates and other team members, set expectations, and provide regular performance feedback.
Lead onboarding and training of new team members.
Pursue ongoing professional development in industry knowledge, leadership skills, and professional credentials.