Hiring: Relationship Manager, Client Service Company: Syon Capital Location: San Francisco, CA Job Posted Time: 2026-09-10 13:11:47 Employment Type: Full-time / Remote Target Skills & Keywords : Financial Planning, Risk Management About the job Experience: •10 to 15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level •15 years of experience at the Senior Manager level and 7 to 12 years at the Manager level Required Skills: •Manage client cash activity by executing cash raises, coordinate bill payment services and liquidity planning, and oversee short-term cash positioning and funding needs •Oversee client credit solutions by sourcing and coordinating mortgages, construction loans, and lines of credit, while monitoring pledged asset lines (PAL) to ensure appropriate collateralization and effective risk management •Provide views on investment oversight no markets, sectors, and investment opportunities; execute trades, manage alternative and private investment positions, and vet and evaluate external investment opportunities for client portfolios •Coordinate comprehensive estate and tax planning by partnering with estate attorney and CPAS on tax strategy and reporting, run financial planning analysis, and coordinate personal financial statement (PFS) completion •Lead client relationship management by conducting 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 by identifying opportunities within the existing client base, advising on strategic cash deployments, managing equity concentrations strategies, and implementing index-based premium overlay solutions Qualifications: •Bachelor’s degree •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 •Demonstrated capacity 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: •$125,000 - $150,000 / year •Flexible work environment (work from home / hybrid options) •We provide a competitive salary and annual discretionary bonus to commensurate with your experience, skills, and qualifications Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!