Client Success Director, Ascend Family Office jobs in United States
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Interplay · 1 day ago

Client Success Director, Ascend Family Office

positionNew York
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$160K/yr - $175K/yr
date7+ years exp

Interplay is a multi-family office seeking to grow their member services team. The Client Success Director will serve as the primary point of contact for family principals, ensuring high-touch client experiences and collaborating with internal teams to deliver tailored solutions.

FinanceFinancial ServicesVenture Capital

Responsibilities

Serve as primary and/or secondary point of contact for family principals, bridging internal teams, vendors, and custodians to provide an unparalleled, high-touch experience that anticipates and exceeds client expectations
Prepare for and conduct weekly meetings with member families; take ownership and drive forward ad-hoc projects for families
Advise families on applicable tax strategies, estate planning strategies, and insurance strategies, coordinating with domain experts as needed
Collaborate with investment team on customized asset allocation and cash management plans, from formulation to execution
Monitor portfolio investment progress and performance, and coordinate with operations team in reporting process and delivery to families
Contribute to our business development efforts, including onboarding of new families and expanding client service offering
Monitor and abide by compliance guidelines within SEC requirements to safeguard both the firm and its clients

Qualification

Financial markets knowledgeClient success experienceClient relationship managementEmotional intelligenceCommunication skillsNegotiation skillsPresentation skills

Required

A strong understanding of financial markets, investments, and financial planning
7+ years of proven experience in client success, client service, or a similar role
High emotional intelligence (EQ) and extroverted social skills are essential
High degree of familiarity with client relationship management and customer service best practices
Excellent communication, negotiation, and presentation skills

Company

Interplay

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Interplay is a startup ecosystem that supports founders via venture capital, an accelerator, business services, and a multi-family office.
dateFounded in 2012
location
New York, New York, USA
people-size11-50 employees
web-link
http://www.interplay.vc

Funding

Current Stage
Early Stage

Leadership Team

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Kevin W. Tung
Senior Partner
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Mark Peter Davis
Managing Partner
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