Relationship Manager, Client Service

About Us: We are a dynamic and highly regarded multi-family office headquartered in San Francisco, dedicated to serving ultra-high-net-worth clients. Our firm offers a comprehensive range of financial services, including investment management, financial and retirement planning, lending strategy and management, and family office services. Our modern, collaborative approach begins with our exceptional team. We foster a creative environment where team members contribute ideas, build meaningful relationships, and leverage technology to enhance client service. We provide a competitive benefits package, including medical, dental, and vision insurance, as well as a 401(k)-matching plan. Recognizing the importance of work-life balance, we offer hybrid work schedules, flexible vacation policies, and paid time off options, including a sabbatical program. Our commitment to professional growth includes robust training and clear career path opportunities to help you succeed and grow with us. Syon Capital is an SEC-registered investment advisor. Who we're looking for Syon Capital is seeking a full-time Relationship Manager, Client Service. This role is responsible for deepening and expanding the client relationship. As the primary point of contact, the relationship manager coordinates and ensures execution of all client requests and identifies investment opportunities within their portfolio.

What you'll do: Oversee portfolio strategy by managing asset allocation and deployment, monitoringT-bill maturities, and reinvestments, and assessing held-away assets toidentifyallocation gaps and growth opportunities. Manage client cash activity by executing cash raises, coordinatebill paymentservicesand liquidity planning, and overseeshort-term cash positioning and funding needs Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit; monitorpledge asset lines (PAL), andrun credit stress tests Provideviews on investment oversight no markets, sectors, and investment opportunities; execute trades, managealternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios Coordinate comprehensive estate and tax planning by partnering withestateattorneyand CPAS on tax strategy and reporting, run financial planning analysis, and coordinate personal financialstatement (PFS) completion Lead client relationship management byconducting quarterly reviews, coordinating client activities across internal teams, and securing financial documentation and approvals, perform annual risk assessments and strength long-term client engagement and retention Drive business growth byidentifyingopportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions What you have Proven progressive experience in an RIA family office or fiduciary setting, 10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level FINRA Series 65 is required; unlicensed applicants will need to obtain their license within 90 days of hire Certified Private Wealth Advisor designation (CPWA) is preferred, but not required Proficiency in understanding and helping the client achieve their ultimate financial goals Ability to demonstrate strong judgement, consistency, and accountability and serve as a resource for junior team members Exceptional verbal and written communication skills A mindset that values every task, big or small Hybrid/remote setting—In office Monday through Thursday, from 8:00 AM to 4:00 PM and Friday WFH Compensation We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications. A reasonable estimate for the current salary range is based on skills and experience.

Manager: $125,000 to $150,000

Senior Manager: $150,000 to $175,000

Benefits and perks: Comprehensive medical, dental, and vision plans