Private Client Associate – UHNW

Client Manager/Private Client Associate – UHNW – Multi‑Family Office (Las Vegas, NV | On‑Site)

Multi‑Family Office & Investment Platform

A growing multi‑family office and investment platform in Summerlin South is hiring a Client Manager/ Private Client Associate – UHNW to serve as the primary relationship lead for a select group of ultra‑high‑net‑worth families. This role owns the wealth plan, orchestrates investments/tax/estate/trust deliverables, and ensures a white‑glove client experience across all touchpoints.

This is a high‑visibility seat with meaningful impact, a collaborative culture, and a leadership team committed to excellence. The role is fully on‑site with standard hours of approximately 8am–7pm, Monday through Friday, with occasional weekends and travel.

What You’ll Do

• Serve as the single‑threaded relationship owner for UHNW families
• Maintain and execute the family’s wealth plan, IPS, asset allocation, liquidity, and risk strategy
• Coordinate across investments, tax, estate, trust, legal, and operations teams
• Lead quarterly family meetings, deliver consolidated reporting, and track action items
• Manage capital calls, private deals, K‑1s, and multi‑entity structures
• Ensure documentation completeness, compliance, and timely follow‑through
• Identify value‑add opportunities across philanthropy, credit, insurance, and co‑investments
• Provide leadership to associates/analysts as the team grows

What You Bring

• 3–7 years of experience 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 working with UHNW or complex multi‑entity clients
• High EQ, exceptional organization, and the ability to simplify complexity
• Strong communication skills and confidence leading client meetings
• Proactive, ownership‑driven mindset with excellent follow‑through
• Bachelor’s degree in Finance/Business; CFP®, CFA®, CPA, or JD/LLM exposure is a plus

Tools & Systems (Preferred)

• CRM: Salesforce, HubSpot, or Practifi
• Reporting: Addepar, Black Diamond, or Tamarac
• Microsoft 365, SharePoint/OneDrive, eSignature platforms

Compensation

• $100,000–$120,000 base salary
• Performance‑based incentives
• Standard benefits package

Why This Role Is Compelling

• Direct impact on remarkable UHNW families
• High‑agency, low‑bureaucracy culture
• Exposure to public and private markets, tax/estate strategy, and multi‑entity planning
• Clear path for growth within a sophisticated family office platform