Senior Relationship Manager

Attorneys and CPAs who want to advise families, not bill hours: this is the seat.

Job Title: Senior Relationship Manager - Houston

Position Overview Senior Relationship Manager - Houston: A boutique multi-family office is hiring a senior advisor to serve as the primary relationship lead for ultra-high-net-worth families, coordinating investments, estate and tax planning, fiduciary administration and family office services. No sales quota. Fully in office in Houston (not hybrid); relocation considered.

Your Day-to-Day

• Act as lead advisor to a select group of UHNW families
• Give proactive guidance that accounts for finances, estate plans and family dynamics
• Coordinate estate, tax and wealth-transfer planning with outside counsel, CPAs and investment teams, and see it through
• Oversee fiduciary administration, including first-level review of discretionary distributions, and lead estate administrations
• Manage reporting, cash flow, liquidity, budgets and tax-compliance coordination
• Spot and reduce legal, financial, operational and fiduciary risk
• Support client retention, new relationships and internal committees

Why Join Us Senior Relationship Manager - Houston offers longevity, sophisticated families and an equity opportunity.

Qualifications Senior Relationship Manager - Houston: JD or CPA required; 10+ years in client-facing roles handling complex fiduciary, estate, tax and wealth planning matters; boutique firm experience preferred; Manager, Director, Partner or Of Counsel level backgrounds all welcome; strong Microsoft Office and Adobe Acrobat skills.

Compensation: $300,000 - $500,000 total package, plus an equity opportunity, depending on experience.

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