Senior Relationship Manager - Houston

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. HP #J-18808-Ljbffr