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Trove FS, LLC · 22 hours ago

Relationship Manager

NYC Metro Area

Full-time

Onsite

Mid, Senior Level

Trove FS, LLC is a leading multi-family office specializing in tailored solutions for ultra-high-net-worth families. The Relationship Manager role focuses on cultivating client relationships, enhancing service delivery, and ensuring alignment between client needs and firm strategy.

ConsultingFinanceFinancial Services

Hiring Manager

Evan Rapp

Responsibilities

Establish and maintain trusted advisory relationships with clients, consistently upholding the core values of responsiveness, precision, transparent communication, and proactive problem-solving

Gain a deep understanding of each client’s unique needs and preferences, adjusting service delivery to provide a consistently exceptional experience

Develop and nurture strong professional relationships with clients, their advisors, and key centers of influence, using personalized communication to reinforce trust and engagement

Anticipate client needs, resolve issues proactively, and offer tailored internal and external solutions that exceed expectations and build lasting satisfaction

Partner closely with technical teams to ensure that Accounting & Bill Pay services are executed with precision, timeliness, and in alignment with fiduciary responsibilities and internal standards. Provide strategic feedback to drive process improvements that enhance the client experience

Maintain active communication with internal teams to reinforce best practices and uphold strong internal controls

Review financial reports—such as cash flow statements, balance sheets, and income statements —to ensure they are clear, client-friendly, accurate, and delivered in a timely manner

Maintain a clear view of the broader context of client relationships, ensuring alignment between service offerings, family objectives, and overall firm strategy

Proactively identify opportunities to expand the scope of services—such as lifestyle support or tax planning—and partner with leadership to bring those enhancements to life

Contribute to business development initiatives by attending industry events, cultivating relationships with advisors, and strengthening the firm’s network to support client growth

Exhibit a forward-thinking, strategic mindset that aligns with and champions the firm’s long-term direction, while actively identifying and supporting opportunities for process improvement

Consistently uphold the highest standards of professionalism, discretion, and ethical conduct to reinforce the firm’s standing as a trusted partner to clients

Commit to continuous learning by pursuing relevant certifications (e.g., CFP) and engaging in industry education to remain well-informed on emerging trends and best practices within the family office space

Qualification

Financial reportingHolistic financial planningClient relationship managementProficiency with softwareProfessional certificationsExceptional communicationEmotional intelligenceAdaptabilityCreative problem-solvingTeam collaborationRelationship-building

Required

Establish and maintain trusted advisory relationships with clients, consistently upholding the core values of responsiveness, precision, transparent communication, and proactive problem-solving

Gain a deep understanding of each client's unique needs and preferences, adjusting service delivery to provide a consistently exceptional experience

Develop and nurture strong professional relationships with clients, their advisors, and key centers of influence, using personalized communication to reinforce trust and engagement

Anticipate client needs, resolve issues proactively, and offer tailored internal and external solutions that exceed expectations and build lasting satisfaction

Partner closely with technical teams to ensure that Accounting & Bill Pay services are executed with precision, timeliness, and in alignment with fiduciary responsibilities and internal standards

Provide strategic feedback to drive process improvements that enhance the client experience

Maintain active communication with internal teams to reinforce best practices and uphold strong internal controls

Review financial reports—such as cash flow statements, balance sheets, and income statements —to ensure they are clear, client-friendly, accurate, and delivered in a timely manner

Maintain a clear view of the broader context of client relationships, ensuring alignment between service offerings, family objectives, and overall firm strategy

Proactively identify opportunities to expand the scope of services—such as lifestyle support or tax planning—and partner with leadership to bring those enhancements to life

Contribute to business development initiatives by attending industry events, cultivating relationships with advisors, and strengthening the firm's network to support client growth

Exhibit a forward-thinking, strategic mindset that aligns with and champions the firm's long-term direction, while actively identifying and supporting opportunities for process improvement

Consistently uphold the highest standards of professionalism, discretion, and ethical conduct to reinforce the firm's standing as a trusted partner to clients

Exceptional communication, emotional intelligence, adaptability, creative problem-solving and decision making, team collaboration and strong relationship-building capabilities

Expertise in financial reporting, excellence in written communication, strong organizational and follow-up skills, and proficiency with core software platforms (e.g., QBO/QBD, Sage, Bill.com, Microsoft Office Suite)

Ability to roll up sleeves and help with technical work in addition to relationship management responsibilities

Preferred

Experience in holistic financial planning for UHNW individuals or family offices, private client tax experience, or tax advisory experience strongly preferred (with an emphasis on wealth transfer planning, trusts & estates, and alternative investments)

Professional certifications (e.g., CFP) are strongly preferred

Brings experience from family office or Registered Investment Advisor (RIA) environments, with a proven track record in high-touch, client-facing roles

Company

Trove FS, LLC

Trove provides comprehensive solutions to manage the financial, administrative, tax, and lifestyle needs of ultra-high-net-worth families and privately held businesses.

Founded in 2001