Multi-Family Office Advisor

Relationship Manager - Family Office / Private Client Services

Stevens Capital Partners is a thriving and fast-growing fee-only SEC-registered financial advisory firm headquartered in Omaha. Our team's core mission is to delight our clients with exceptional, best-in-class service. We are actively seeking a dedicated and qualified individual to join our team of experienced professionals.

This Relationship Manager serves as the primary point of contact for high-net-worth individuals and families, delivering comprehensive wealth management and family office services. This role is responsible for building deep, trusted relationships and providing a highly personalized, "white-glove" client experience across all aspects of a client’s financial life.

The ideal candidate combines technical expertise in financial planning with exceptional interpersonal skills, a high level of discretion, and a proactive, service-oriented mindset.

Client Relationship Management

• Serve as the lead advisor and relationship manager for a select group of high-net-worth and ultra-high-net-worth clients and families
• Develop a deep understanding of each client’s financial goals, family dynamics, and long-term legacy objectives
• Deliver a concierge-level service experience, anticipating client needs and responding promptly and thoughtfully
• Coordinate and lead regular client meetings, reviews, and strategic planning sessions
• Design and implement comprehensive financial plans, including investment strategy, retirement planning, estate planning, tax optimization, and risk management
• Collaborate with internal investment teams to align portfolios with client objectives and risk tolerance
• Monitor client portfolios and proactively recommend adjustments based on market conditions and life events

Family Office Services

• Coordinate with external professionals (attorneys, CPAs, insurance specialists) to ensure integrated advice and execution
• Assist with multi-generational wealth planning, including education, governance, and wealth transfer strategies
• Support complex client needs such as concentrated stock positions, liquidity events, philanthropic planning, and trust structures

Business Development & Growth

• Identify opportunities to deepen existing client relationships and expand service offerings
• Generate referrals and contribute to new client acquisition through exceptional service and professional networks
• Participate in client events and firm initiatives to enhance brand presence in the high-net-worth community

Operational Excellence

• Ensure accurate documentation and compliance with regulatory requirements
• Maintain detailed client records and financial plans within CRM and planning systems
• Partner with operations and service teams to ensure seamless execution of client requests

• Minimum of 5+ years of experience in financial advisory, wealth management, or private client services
• Demonstrated experience working with high-net-worth (HNW) or ultra-high-net-worth (UHNW) clients
• Strong knowledge of investment management, financial planning, estate planning, and tax considerations
• Proven ability to manage complex client relationships with professionalism and discretion

• Commitment to delighting clients with best-in-class, white-glove client service
• Exceptional relationship-building and communication skills
• High emotional intelligence and ability to navigate sensitive family dynamics
• Detail-oriented with strong analytical and problem-solving capabilities
• Proactive, responsive, highly organized; able to manage priorities and hit deadlines
• Ability to work both independently and collaboratively within a team environment
• Exhibit a "figure it out" attitude

• Experience in a family office or multi-family office environment
• Advanced degree (MBA, MS in Finance, or related field)
• Additional specialization designations, such as CFA, CPWA, RICP or CEPA
• Extensive existing network within the high-net-worth community

The successful candidate is entering an ideal environment to succeed and thrive - the team at Stevens Capital Partners includes CFP registered financial advisors, a CFA charter holder, and former company CFOs and COOs. The culture is fast-paced, collaborative, achievement-oriented and focused on company growth while providing career development for each team member.

Compensation package provides a competitive salary range commensurate with the…