Our client, a highly distinguished Multi-Family Office with over $50B in assets, seeks a Senior Client Account Manager for their office in southwest Florida.

This prestigious role is focused on developing and maintaining client relationships through communication, client account service and consultation with client advisors.  The role also oversees a team of relationship managers and administrative personnel to produce excellence in investment management, legacy planning, trust administration, income tax, personal financial planning and estate planning, private banking and other financial services.

The successful candidate should possess an advanced degree, substantial years of investment management, estate planning, financial planning, and trust services preferably to the highly affluent (net worth > $10 million), a CFA, CTFA, current CPA or law license and excellent presence and a demeanor truly representative of a family office of this caliber. The compensation package includes a significant base salary, up to 80% bonus and deferred profit sharing.