MSH · 1 month ago
Private Wealth Management Specialist
San Francisco, CA
Full-time
Onsite
Mid Level
3+ years expMSH is working with a global investment firm to find a Family Office Advisory Senior Analyst. This role focuses on delivering exceptional client service and managing client relationships across various aspects of wealth management including investments, legal, and tax strategies.
Management Consulting
Hiring Manager
Marissa Brodsky
Responsibilities
With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support
Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high‐touch, seamless experience for the client
Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally
Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times
Execute and achieve results on bespoke client requests, including unique or one‐off projects in collaboration with or under minimal direction from other team members
Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements
Partner with internal teams to execute new client onboarding and account transfers and drive tactical account updates and maintenance tasks
Manage cash balances daily, as well as provide private banking support across all accounts
Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests
Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation
Partner with internal teams including investments, investment operations, client’s operations, and family office human resources to coordinate client service processes and workflows
Embody company entrepreneurial spirit through active participation in cross‐functional firm initiatives in support of the business
Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity
Assist in training and mentoring Client Analysts and any new hires on the Client Team
Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized
Qualification
Required
Bachelor's degree and a minimum of three years of relevant industry experience
Organized and detail oriented while managing and completing multiple tasks simultaneously
Proactively and independently solve problems while exercising sound judgment
Demonstrated passion in high‐touch client service
Strong communication skills both written and verbal
Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
Preferred
Family office, wealth management or other experience working with high-net-worth families
Company
MSH
Scale your team with high-quality, vetted professionals.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Carl Osterman
CTO
Landon Cortenbach, CPA, FMVA
Chief Financial Officer & CxO
Recent News
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