10-15 years of experience in an RIA family office or fiduciary setting
7-12 years at the Manager level
FINRA Series 65 required (unlicensed applicants must obtain within 90 days)
Certified Private Wealth Advisor (CPWA) preferred
Strong judgment and accountability skills
Exceptional verbal and written communication skills
Responsibilities
Oversee client household strategy and asset allocation
Manage client cash activity and liquidity planning
Coordinate client credit solutions and risk management
Provide investment oversight and execute trades
Lead estate and tax planning efforts with professionals
Conduct quarterly client reviews and manage documentation
Identify growth opportunities within the client base
Benefits
Comprehensive medical, dental, and vision plans
401(k) with 4% company match
Employee Investment Program
Pre-tax commuter benefits
Flexible paid time off
Hybrid schedule with remote work options
Tuition and CE reimbursement for relevant licenses
Dependent day care FSA
Quarterly lunch and learns
Quarterly team social events
Full Job Description
Who we're looking for
Syon Capital is seeking a full-time Client Relationship Manager. This role is responsible for deepening and expanding the client relationship. As the primary point of contact, the relationship manager coordinates and ensures execution of all client requests and identifies investment opportunities within their portfolio.
What you'll do
Oversee comprehensive client household strategy, partnering closely with in-house investment teams and third-party managers to ensure assets are strategically allocated and managed in alignment with clients' risk tolerance, liquidity requirements, and spending needs. Monitor short-term maturities and proactively coordinate the redeployment of assets to optimize liquidity and portfolio positioning
Manage client cash activity by executing cash raises, coordinate bill payment services and liquidity planning, and oversee short-term cash positioning and funding needs
Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit, while monitoring pledged asset lines (PAL) to ensure appropriate collateralization and effective risk management
Provide views on investment oversight no markets, sectors, and investment opportunities; execute trades, manage alternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios
Coordinate comprehensive estate and tax planning by partnering with estate attorney and CPAS on tax strategy and reporting, run financial planning analysis, and coordinate personal financial statement (PFS) completion
Lead client relationship management by conducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strength long-term client engagement and retention
Drive business growth by identifying opportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions
What you have
Bachelor's degree
Proven progressive experience in an RIA family office or fiduciary setting, 10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level
FINRA Series 65 is required; unlicensed applicants will need to obtain their license within 90 days of hire
Certified Private Wealth Advisor designation (CPWA) is preferred, but not required
Proficiency in understanding and helping the client achieve their ultimate financial goals
Ability to demonstrate strong judgement, consistency, and accountability and serve as a resource for junior team members
Exceptional verbal and written communication skills
A mindset that values every task, big or small
Hybrid/remote setting-In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH
Compensation
We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications.
A reasonable estimate for the current salary range is based on skills and experience.
Manager: $125,000 to $150,000
Senior Manager: $150,000 to $175,000
Benefits and perks
Comprehensive medical, dental, and vision plans
401(k) with 4% company match
Employee Investment Program
Pre-tax commuter benefits
Flexible paid time off
Hybrid schedule: Friday and 3 holiday weeks remote
Tuition and CE reimbursement for relevant licenses
