Job Details

A leading investment firm in San Francisco is seeking a Senior Associate for its Family Office Advisory team. This role requires managing high net worth client relationships, providing exceptional service and problem solving. Ideal candidates should possess a Bachelor's degree and six to eight years of relevant experience, preferably in family office or wealth management. Strong communication and leadership skills are essential, and knowledge of Fidelity Wealthscape and Salesforce is a plus. This position offers competitive salary and discretionary bonuses, along with a hybrid work policy.#J-18808-Ljbffr