Job Title:
Senior Relationship Manager, Family Office
Job Code:
5065LT
Job Category:
Client Service/Relationship Mgmt.
Job Type:
Permanent
Job Location:
Boston - MA
Date Posted:
Dec 7 2018
Responsibilities:
Dynamic, highly regarded RIA just outside of Boston seeks a Senior Relationship Manager to serve as a point of contact for clients' tax and estate planning advisers. The Senior Relationship Manager will ensure delivery of highest quality and timely service to clients. CPA, CFP, or JD highly desired.

The Senior Relationship Manager will:
  • Collaborate with High Net Worth clients in every aspect of their lives
  • Participate in client meetings; engage and participate in high-end client servicing
  • Create financial and estate planning analyses to assist clients with optimizing their tax and financial situation
  • Manage Client Service Associates; prepare client reports and analyses as needed
Qualifications:
The Senior Relationship Manager possesses the following qualifications:
  • Bachelor's degree
  • 10+ years of relevant family office experience
  • Financial Planning software experience
  • Excellent customer service, communication, writing and interpersonal skills
  • Proficient in MS Excel, Access, Word, PowerPoint
  • Ability to utilize WealthScape, E*TRADE, Schwab, Orion, Money Guide Pro, eMoney and Salesforce
  • CPA, CFP, or JD a plus!
CONTACT: Lynn Tyburski: lynn@fanning-boston.com | phone: 617-728-4100 | fax: 617-728-4115
Required Years of Experience:
10
Salary Range:
$90-130K + Bonus
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