Client Relationship Manager

Founded in 2016, Pennington Partners is building a leading financial services holding company and solutions-oriented platform serving the world’s most successful entrepreneurs and their families.

Pennington’s culture is vibrant, smart, tireless, and iconoclastic. We are intellectually curious and strive to challenge ourselves every day. We are an ensemble of the best and brightest professionals with multi-disciplinary backgrounds. We like to challenge assumptions and welcome new ideas. Our people are collegial but self-reliant. We value independent judgement as much as intellect and look for people who tend to do the right thing first, can work with limited guidance, but who also know how to ask for help.

While the firm is building scale and institutional character, we value our entrepreneurial culture and flexibility. Recently winning Best Multi-family Office up to $25bn and Best Family Office – Client Service at the PAM Awards 2025.

The Client Relationship Manager position is one of the most critical, if not the most critical, open roles in the organization. This role is the face of Client Service excellence and engagement with our Operating Partner Families & LPs in the Houston market. The role will serve as the day-to-day contact for each Operating Partner Family & LP and have responsibility for the creation and delivery of monthly performance reporting, management of monthly meetings, as well as diligent follow-up on any action items.

Driven by data and metrics, this person will ensure the high levels of engagement with our Operating Partner Families & LPs that are critical for the firm as we continue to scale. This role can be located in Bethesda, Houston, NYC, Miami or Atlanta.

This individual will take great pride in bringing alternative ways to enhance the lives of our Operating Partner Families as well as their wealth and long-term success. They understand how clear, concise communication combined with reliable execution and follow-through play an important part in our success as a firm. This role will flourish with someone who has a proven track record of utilizing successful customer experience (CX) strategies within the Private Wealth Management, RIA, or Multi-Family office industries.

Working with some of the most successful families in the country brings with it a commitment to Client Service excellence.

• Manage the day-to-day interactions as the Client Service owner of Pennington’s Operating Partner Families and LPs in the DC Market.
• Provide leadership, guidance, and development to other Client Relationship Officers across the company. Developing client service processes that improve efficiencies and scale with company growth.
• Team up with Leadership to define and implement KPIs for the Client Service function in Bethesda and collect and measure feedback from our Operating Partner Families & LPs that will inform our engagement model.
• Work directly with the DC Market Leadership Team to design and implement Client Service processes that will drive high levels of engagement.
• Have input into the client experience road map and performance reporting processes that add value to our Operating Partner Families & LPs.
• Collaborate with the Investment and Portfolio Management teams, promoting and managing Operating Partner Family & LP expectations that drive long-term business results through retention.
• Partner with the DC Market leadership team to promote company culture and vision.
• Integrate cross-functionally with colleagues from Finance, Operations, and Compliance to ensure we are executing the billing process seamlessly
• Interact with the different custodial platforms that Pennington has a relationship with (Schwab, Fidelity, & Pershing) to execute client service requests and orders.

• A minimum of 5 years of proven experience managing a Client Service team at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent Broker/Dealer or Wirehouse.
• A minimum of 7 years of total experience in Client Service or adjacent functions, preferably at a Private Wealth Management firm, Private Bank, RIA, Multi-Family Office, Independent…