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Senior Client Success Director, Wealth & Family Office
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-02-16
Listing for:
Andsimple
Full Time
position Listed on 2026-02-16
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
A multi-family office is seeking an experienced client success professional to join their team in New York. The role involves managing relationships with family principals, advising on financial strategies, and collaborating with investment teams. Candidates should have over 7 years experience, a strong grasp of financial markets, and excellent interpersonal skills. The position offers a hybrid work arrangement with a base compensation of $175k plus a bonus.
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Position Requirements
10+ Years
work experience
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