Client Relationship Manager

Family Office Client Relationship Manager

Legacy Bridge Private Family Offices is seeking an experienced Family Office Client Relationship Manager to join our growing team.

Founded in 2015 and headquartered in Des Moines, Legacy Bridge is an independent, boutique multi-family office serving ultra-high-net-worth individuals and enterprising families
. As a Registered Investment Advisor, we provide integrated wealth management, estate and tax coordination, and family office services designed to help families navigate complexity and preserve multigenerational wealth.

This role is ideal for a seasoned professional who enjoys deep client relationships, sophisticated planning, and working within a collaborative advisory team
.

Legacy Bridge offers a distinctive environment compared with large financial institutions and traditional wealth firms:

• Boutique multi-family office serving a select group of ultra-high-net-worth families
• Collaborative, multidisciplinary team approach to client service
• Highly personalized client relationships — not product‑driven sales
• Exposure to complex planning strategies and multigenerational wealth structures
• Opportunity to have a direct and meaningful impact on clients and the firm
• A culture grounded in integrity, intellectual curiosity, professionalism, and teamwork

The Family Office Client Relationship Manager serves as a trusted partner to ultra-high-net-worth families, coordinating estate, trust, tax, and family office services while ensuring a seamless and exceptional client experience.

This role also works closely with outside advisors—including attorneys, tax professionals, insurance specialists, and other third‑party providers—to execute sophisticated planning strategies and client initiatives.

• Provide proactive, high‑touch support across all aspects of the client relationship
• Coordinate execution of estate, trust, tax, insurance, and philanthropic planning strategies
• Prepare and review documentation related to wealth transfer strategies, tax planning, and client initiatives
• Serve as a liaison between clients and external advisors to ensure projects are executed efficiently
• Manage bespoke client requests and special projects
• Partner with internal teams to support client onboarding, account transfers, and account updates
• Maintain strong client relationships and contribute to the firm’s reputation and growth
• Represent the Legacy Bridge brand and communicate the firm’s capabilities to clients and prospective clients

• 10+ years of experience serving high-net-worth clients
• Experience in family office, private wealth management, trust administration, or estate planning environments
• Professional designations such as CTFA, CFP, or similar credentials preferred
• Strong written and verbal communication skills
• Exceptional attention to detail and organizational skills
• High integrity and professionalism when handling confidential client information
• Strong emotional intelligence and client service orientation
• Healthcare and insurance coverage
• 401(k) with employer matching
• Paid time off and holidays
• Opportunity to work closely with sophisticated high-net-worth families in a boutique advisory environment

This role is full-time and on-site in West Des Moines, Iowa
.

If you are passionate about delivering exceptional service to high-net-worth families and want to be part of a collaborative, client-focused, friendly family office, we would welcome the opportunity to connect.

Apply or contact us to learn more about joining the Legacy Bridge team.