Senior Wealth Manager — Family Office Planning Lead
Listed on 2026-11-05
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Finance & Banking
Wealth Management -
Management
Wealth Management, Project & Program Management
Stamos Capital Partners, L.P. in Menlo Park, CA seeks a Senior Wealth Manager (Director-level) to lead client relationships and wealth planning for a core group of partners. You will own the financial plan, coordinate with associated advisors, and ensure fiduciary and regulatory compliance.
You will build comprehensive investment plans, manage asset allocation, and educate clients and next-generation beneficiaries, while deepening existing relationships and supporting growth of the practice.
As a Senior Wealth Manager — Family Office Planning Lead, you will play an important part at Stamos Capital Partners, L.P. in Menlo Park, CA, United States.
We are looking to fill the Senior Wealth Manager — Family Office Planning Lead position at Stamos Capital Partners, L.P. in Menlo Park, CA, United States.
The Senior Wealth Manager — Family Office Planning Lead role at Stamos Capital Partners, L.P. is now open for applications in Menlo Park, CA, United States.
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