More jobs:
Senior Relationship Manager, Client Services; Hybrid
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-07-06
Listing for:
Syon Capital
Full Time
position Listed on 2026-07-06
Job specializations:
-
Finance & Banking
Wealth Management, Portfolio & Asset Management
Job Description & How to Apply Below
Syon Capital in San Francisco is seeking a full-time Relationship Manager in Client Service to deepen client relationships and manage investment strategies. The ideal candidate will have 10-15 years of experience in a fiduciary setting and hold a FINRA Series 65 license. Responsibilities include managing asset allocation, coordinating estate planning, and overseeing credit solutions. A competitive salary between $150,000 to $175,000 and an annual discretionary bonus are offered, alongside a hybrid work schedule and comprehensive benefits package.
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Position Requirements
10+ Years
work experience
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