What are the responsibilities and job description for the Family Office Advisory position at Russell Tobin?
The Family Office Advisory Analyst is an essential position providing support for high-net-worth clients at a leading investment management firm. The role involves managing client relationships, collaborating with senior team members, and ensuring seamless service across areas such as wealth transfer, tax planning, and lifestyle management. The analyst also liaises with client intermediaries and legal / tax advisors, oversees client onboarding, and handles investment operations.
The ideal candidate will have 2 years of relevant experience in wealth management or family offices, with familiarity in systems such as Fidelity Wealthscape and Salesforce. The firm offers a competitive benefits package, including health insurance, 401(k) matching, wellness stipends, and professional development support. This role is based in the firm’s San Francisco office with a hybrid work policy.
