Relationship Manager, Client Service

About this position About Us

We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service.

We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us.

Syon Capital is an SEC-registered investment advisor.

Syon Capital is seeking a full-time Relationship Manager, Client Service. This role is responsible for deepening and expanding the client relationship. As the primary point of contact, the relationship manager coordinates and ensures execution of all client requests and identifies investment opportunities within their portfolio.

• Oversee portfolio strategy by managing asset allocation and deployment, monitoringT-bill maturities, and reinvestments, and assessing held-away assets toidentifyallocation gaps and growth opportunities.
• Manage client cash activity by executing cash raises,coordinate bill paymentservicesand liquidity planning, and oversee short-term cash positioning and funding needs
• Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit; monitor pledge asset lines (PAL),andrun credit stress tests
• Provide views on investment oversight no markets, sectors, and investment opportunities; execute trades, manage alternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios
• Coordinate comprehensive estate and tax planning by partnering withestateattorneyand CPAS on tax strategy and reporting,run financial planning analysis,and coordinate personal financial statement (PFS) completion
• Lead client relationship management by conducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strength long-term client engagement and retention
• Drive business growth byidentifyingopportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions

• Proven progressive experience in an RIA family office or fiduciary setting, 10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level
• FINRA Series 65 is required; unlicensed applicants will need to obtain their license within 90 days of hire
• Certified Private Wealth Advisor designation (CPWA) is preferred, but not required
• Proficiency in understanding and helping the client achieve their ultimate financial goals
• Ability to demonstrate strong judgement, consistency, and accountability and serve as a resource for junior team members
• Exceptional verbal and written communication skills
• A mindset that values every task, big or small
• Hybrid/remote setting—In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH

We provide a competitive salary and annual discretionary bonus to…