Lead Relationship Manager

This is a role front ended by our Partner in the US.

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.

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

Requires high net worth tax compliance experience. CPA preferred.