Job Summary: The NewEdge Family Office Vice President, Relationship Manager works alongside senior advisors as a key point of contact for a book of ultra-high-net-worth (UHNW) client relationships in New York, NY. This role partners with senior advisors to deliver the client experience end to end: deepening relationships with principals, families, and their outside advisors, and coordinating the firm's investment, planning, and administrative resources.
Duties/Responsibilities:Relationship Management
- Serve as a primary day-to-day contact for a portfolio of UHNW family clients, developing a deep understanding of their priorities and building trusted, long-term relationships with principals, family members, and the next-generation.
- Coordinate internal professionals and outside attorneys, CPAs, trustees, and other advisors to align on tax, estate, and wealth planning needs, maintaining 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 and escalate and resolve complex service issues, ensuring responsiveness and a consistently high standard of service.
- Oversee and coordinate with support from Client Service Analysts, liquidity needs, capital calls, subscriptions, redemptions, and account activity, and applicable family office administration, including client records.
- Lead and coordinate family meetings, investment reviews, setting agendas, documenting outcomes, and driving follow-up actions to completion.
- Navigate sensitive family matters and multigenerational relationships with sound judgment and discretion.
Practice Management
- Manage the client service model, workflows, and priorities for the team, 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 raise efficiency and the client experience.
Talent Management
- Coach, and develop Client Service Associates and other team members, setting expectations and providing regular performance feedback.
- Lead onboarding and training of new team members to support successful integration into the firm.
- Pursue ongoing professional development in industry knowledge, leadership skills, and professional credentials.
Key Skills & Qualifications: - 8+ years of relevant wealth management, trust, or family office experience, with meaningful experience working directly with HNW/UHNW clients and their professional advisors.
- 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.
- Conscious understanding of risk management, compliance, and regulatory requirements.
- Advanced Microsoft Office Suite skills, including Excel, PowerPoint, and Word, and proficiency with Addepar, Claude, and Salesforce is preferred.
- Exceptional communication, organization, follow-through, relationship judgement, executive presence, and the 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.
Salary: $150,000 - $200,000, based on experience
Compensation includes a competitive base salary, with the opportunity to qualify for bonuses or commissions based on the position. NewEdge Capital Group offers a comprehensive benefits package to eligible employees, including health, dental, and vision insurance, short- and long-term disability coverage, life insurance, paid time off, paid parental leave, 401(k) match (subject to applicable waiting periods), and additional voluntary and supplemental benefits to elect based on your needs.
Applications will be accepted on an ongoing basis.
This position is currently accepting applications. 
