Relationship Manager, Client Development and Growth

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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 Development and Growth. This role will support the company’s continued growth by enabling the CEO, who is primarily focused on scaling the business, to operate efficiently and proactively. This role ensures day-to-day activities are well organized, priorities stay on track, and key initiatives continue moving forward. The career path for this individual is likely towards becoming a full-time client Relationship Manager and ultimately as Servicing Advisor, directly handling relationships introduced by Syon’s CEO.

What You Will Do

Prospect and Relationship Management (70%)

• Prepare meeting materials ahead of time
• Track and schedule follow-ups with prospective clients
• Maintain prospect notes in Salentica
• Ensure CEO is meeting with clients and prospective clients regularly
• Coordinate Syon colleagues involved in prospect meetings, serving as a bridge between CEO, prospective client, and the broader Syon team
• Securely collect statements and all other relevant information
• Conduct and present risk and spend analysis to present to internal investment team
• Ensure the internal investment team is provided with all necessary information to create client proposals
• Upon a prospect’s agreement to proceed, coordinate and facilitate an introductory meeting with their new team

Strategic Projects (30%)

• Act as point of contact for internal/external stakeholders
• Proactive vs. reactive strategic calendar management
• Manage and coordinate calendar

What You Have

• Bachelor’s degree required
• 4 to 8 years of prior experience in private wealth management, VC/PE firms, or high-growth, start-up environments.
• Enjoys working closely with clients and prospects to understand their needs and context
• The ability to own responsibilities end-to-end and operate with a high degree of autonomy
• The ability demonstrates strong judgment, consistency, and accountability
• The ability to meaningfully contribute to problem solving
• Intermediate level knowledge of PowerPoint and CRM
• Advanced level knowledge of Microsoft Outlook
• 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. The base salary range for this position starts at $100,000 to $130,000 for associate level, and $125,000 to $150,000 for manager level. This position is also eligible for an annual discretionary bonus of 20% to 25% of the base salary.

Benefits and Perks

• Comprehensive medical, dental, and vision plans
• 401(k) with 4% company match
• Employee Investment Program
• Pre-tax commuter benefits
• Flexible paid time off
• Hybrid schedule: Friday and 3 holiday weeks remote
• Sabbatical program: 4 paid weeks after 5 years of service
• Tuition and CE reimbursement for relevant licenses
• Dependent day care FSA
• Pet insurance
• Quarterly lunch and learns
• Quarterly team social events

Equal Employment Opportunity

Syon Capital is proud to be an equal opportunity employer. We do not discriminate in employment opportunities or practices on the basis of race, color, religion, creed, sex, national origin, age, disability, marital status, pregnancy, childbirth, breastfeeding or related conditions, ancestry, medical condition (including genetic characteristics) veteran or military status, sexual orientation, gender identity or expression, or any other characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, Syon Capital will consider qualified applicants with arrest and conviction records in a manner consistent with applicable law.

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