Russell Tobin · 20 hours ago
Wealth Management Analyst
San Francisco Bay Area
Full-time
Hybrid
Entry, Mid, Senior Level
$100K/yr - $125K/yr
2+ years expRussell Tobin & Associates is currently recruiting for a Wealth Management Analyst to join a global multi-family office that caters to ultra-high net worth individuals and families. The individual will support senior Relationship Managers on client relationships, providing specialized service and managing various client needs.
ConsultingHuman ResourcesLegalStaffing Agency
Responsibilities
Support senior Relationship Managers on UHNW client relationships, serving as a primary day-to-day contact for client requests and service needs
Develop a deep understanding of each client’s preferences to ensure personalized service and effective advocacy
Coordinate with clients’ outside advisors on wealth transfers, asset protection, charitable giving, and trust & estate planning matters
Build trusted relationships with client intermediaries such as estate managers, chiefs of staff, and executive assistants
Manage investment operations, bill payments, and lifestyle services with precision, confidentiality, and a high standard of service
Qualification
Required
2-6+ years of experience in family office, wealth management, and/or UHNW client-facing environments
Familiarity with trust & estate or personal tax concepts and ability to communicate them clearly
Experience with systems such as Fidelity Wealthscape and Salesforce is beneficial
Benefits
Competitive Performance Bonus
Health, Dental, Vision
Commuter Benefits
401(k) Match
Company
Russell Tobin
Russell Tobin is a staffing and recruiting company that provides recruitment and staffing advisory services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Woronowich, JD
Vice President - Search, Staffing & Embedded Partnerships
Ashley Steger
Director of Talent Acquisition and People Operations- Embedded Partnerships
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