What are the responsibilities and job description for the Senior Private Client Associate – UHNW Family Office position at Frederick Fox?
Senior Private Client Associate – UHNW Family Office (Las Vegas, NV | On‑Site)
Confidential Multi‑Family Office & Investment Platform – Summerlin South
A growing multi‑family office and investment platform in Summerlin South is hiring a Senior Private Client Associate to support and lead relationships for a select group of ultra‑high‑net‑worth families. You will help drive the family’s wealth plan, coordinate investments/tax/estate/trust workflows, and deliver a white‑glove client experience across all touchpoints.
This is a high‑visibility, high‑trust role within a sophisticated UHNW platform. The environment is collaborative, fast‑moving, and built for people who take ownership. The role is fully on‑site, typically 8am–7pm, Monday–Friday.
What You’ll Do
- Serve as a primary relationship partner 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, prepare consolidated reporting, and track follow‑through
- Manage capital calls, private deals, K‑1s, and multi‑entity structures
- Ensure documentation accuracy, compliance, and timely execution
- Identify value‑add opportunities across philanthropy, credit, insurance, and co‑investments
- Provide leadership and mentorship to associates/analysts as the team grows
What You Bring
- 2–7 years 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 supporting UHNW or complex multi‑entity clients
- High EQ, exceptional organization, and the ability to simplify complexity
- Confident communicator with experience leading client meetings
- 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 advancement within a sophisticated family office platform
Salary : $100,000 - $120,000