Family Office Client Manager

About the Family Office

SIG Family Office is a family office platform serving ultra-high-net-worth families with integrated investment management, tax and estate coordination, trust advisory, bill pay, and family governance. We combine institutional rigor with boutique service to protect, grow, and simplify multi-generational wealth.

Position Overview

The Client Manager is the primary relationship lead for ultra‑high‑net‑worth families—owning the wealth plan, orchestrating investments/tax/estate/trust deliverables, and ensuring an exceptional experience. This seat aligns family objectives with a clear strategy, consistent execution, and a proactive communication rhythm.

Seat Summary

• Core Purpose: Deliver a trusted, white‑glove experience that achieves each family’s strategic objectives.
• Reports To: President Family Office
• Direct Reports: Associates/Analysts (as staffed)
• Key Interfaces: Investments, Tax/Trust, Operations, Legal/External Advisors, Philanthropy

Top 5 Accountabilities

• Relationship Ownership & Strategy: Single‑threaded owner of Client’s objectives, plan, and satisfaction.
• Wealth Plan Orchestration: IPS, asset allocation, tax/estate coordination, insurance, liquidity, and risk.
• Cadence & Communication: Quarterly family meetings, on‑time reporting, clear action tracking.
• Execution Quality: Drive tasks to done across internal/external teams; no dropped balls.
• Compliance & Documentation: File completeness, meeting notes, decisions, and approvals captured.

Key Responsibilities

• Cross‑Functional Leadership: Be the connective tissue across teams; simplify complexity into clear choices.
• Discovery & Strategy: Maintain living wealth plan; map goals across entities, trusts, and operating assets.
• Investment Coordination: Align IPS with CIO, manage cash flows, private deals, and capital call planning.
• Tax & Estate: Coordinate with CPAs/attorneys on annual plans, trust mechanics, and funding strategies.
• Wealth Management: Coordinate with Wealth Managers on annual plans, and strategies.
• Governance & Education: Facilitate family meetings, owner education, and next‑gen engagement.
• Reporting: Deliver consolidated quarterly reports; simplify complexity into actionable summaries.
• Service Management: Own ticketing/tasks; ensure SLAs are met; escalate risks early.
• Opportunities & Growth: Identify value‑add initiatives (philanthropy, credit, insurance, co‑invests).

Ideal Candidate Profile

• High EQ, exceptional organization, and calm under complexity; thrives as the “air traffic controller.”
• Clear, concise communicator—translates technical topics into confident client decisions.
• Proactive problem‑solver with a bias for action and ownership.

Qualifications

• Be the trusted point of contact for remarkable families with complex needs and deep impact.
• Empowered, collaborative culture; high agency, low bureaucracy.
• Competitive compensation with performance incentives; clear growth path.

Why Join

• Build a strong foundation in family office client service while working closely with experienced leaders and exceptional families.
• Gain broad exposure across investments, tax, estate, trust, and operational workstreams in a high-touch environment.
• Clear development path into expanded client-facing and relationship management responsibilities over time.
• Success in this role is measured by reliability, accuracy, responsiveness, and the ability to help the Client Manager deliver an organized, white-glove client experience.