About this role
Director, Sr Family Office Relationship Manager at Your Opportunity. Location: San Francisco or Lone Tree or Seattle or Los Angeles or Phoenix or San Diego or Bozeman or Boise. Role: managing relationships, developing business, curating solutions Requirements: Bachelor's degree, active Series 7 and 63, 10+ years family office/UHNW client-facing experience, consultative relationship management, deep industry knowledge, willingness to travel up to 50%. Category: Sales Seniority: Senior Level Certifications: series 7, series 63, cfp, cpa/pfs, cpwa Commitment: Full Time Workplace: Field Languages: English