Client Lead, Private Wealth & LPs
Listed on 2026-10-18
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Finance & Banking
Wealth Management
Pennington Partners seeks a Client Relationship Officer to lead client service and engagement with Operating Partner Families & LPs. You will deliver monthly performance reporting, manage meetings, and follow up on action items, ensuring high engagement as the firm scales.
The role emphasizes clear, concise communication, reliable execution, and a proven CX track record in Private Wealth Management, RIA, or Multi-Family office environments. Collaborative, data-driven decision making is essential.
We are looking to fill the Client Experience Lead, Private Wealth & LPs position at Pennington Partners & Co. in Houston, TX, United States.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Experience Lead, Private Wealth & LPs role in the description above.
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