Private Client Associate – UHNW

A fast‑growing multi‑family office and investment platform in Summerlin South is hiring a Client Manager / Private Client Associate to lead relationships for a select group of ultra‑high‑net‑worth families
. You will own the wealth plan end‑to‑end, coordinate across investments/tax/estate/trust, and deliver a consistently white‑glove client experience.

This is a high‑visibility, high‑agency role with direct access to leadership, meaningful client impact, and a clear path to senior advancement. The role is fully on‑site.

• Serve as the primary relationship lead for UHNW families
• Maintain and execute wealth plans, IPS, asset allocation, liquidity, and risk strategy
• Coordinate across investments, tax, estate, trust, legal, and operations
• Lead quarterly family meetings and deliver consolidated reporting
• Manage capital calls, private deals, K‑1s, and multi‑entity structures
• Ensure documentation accuracy, compliance, and timely follow‑through
• Identify value‑add opportunities across philanthropy, credit, insurance, and co‑investments
• Provide leadership and mentorship as the team expands

• 3–7 years in a family office, UHNW RIA, private bank, or trust/estate environment
• Strong understanding of wealth planning, tax/estate coordination, trust mechanics, and liquidity planning
• Experience supporting UHNW or complex multi‑entity clients
• High EQ, exceptional organization, and the ability to simplify complexity
• Confident communicator with experience leading client meetings
• Ownership‑driven mindset with excellent follow‑through
• Bachelor’s in Finance/Business;
  CFP®, CFA®, CPA, JD/LLM preferred or in progress

• Reporting:
  Addepar, Black Diamond, Tamarac
• Microsoft 365, SharePoint/One Drive, eSignature platforms

• Competitive
• Performance‑based incentives

• Direct impact on remarkable UHNW families
• Broad exposure across public/private markets, tax/estate strategy, and multi‑entity planning
• Clear upward trajectory within a sophisticated, scaling family office

If this role looks interesting to you, please apply now for immediate consideration.