Relationship Manager

The Opportunity

Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.

About the Company Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting. Location Greater Houston Metropolitan Area, TX. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.

What You Will Do

Who You Are

• 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
• Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
• Proficiency with CRM systems and financial reporting software.
• Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
• Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
• Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
• Excellent written and verbal communication skills with high discretion handling sensitive financial information.

The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals. You are financially savvy, highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills. You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.

Education & Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related field required.

Flexibility & Work-Life Integration

• Work Structure:
  Onsite office environment paired with regional client meetings and occasional remote options.
• Schedule:
  
  Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
• Environment:
  Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.

This position offers a clear path toward becoming a lead wealth advisor without the immediate pressure of cold prospecting or building a book of business from scratch. You will receive direct mentorship, gain deep exposure to multi-generational family office solutions, and have structured avenues to assume full ownership of client relationships over time.

Naviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges.

Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.