Base: $285,000 - $405,000; bonus/equity: not speci...
Remote
15+ years family office experience
Ultra-high net worth client management
Cross-functional project coordination
This role serves as the primary relationship manager and day-to-day orchestrator for a single assigned household within Walton Enterprises
Job Summary
This role serves as the primary relationship manager and day-to-day orchestrator for a single assigned household within Walton Enterprises.
The position requires delivering an exceptional, highly personal client experience by curating services, coordinating complex workplans, and maintaining clear communication channels.
Candidates will manage end-to-end household operations across internal teams and external advisors while ensuring adherence to service standards and SLAs.
Matching Summary
This role serves as the primary relationship manager and day-to-day orchestrator for a single assigned household within Walton Enterprises.
Salary
Base: $285,000 - $405,000; Bonus/Equity: Not specified; Benefits: Medical, dental, vision, 401(k), paid time off
Skills & Requirements
Must-have
15+ years family office experience
Ultra-high net worth client management
Cross-functional project coordination
Household workplan execution
Financial reporting and planning
Nice-to-have
CFP or CFA certification preferred
Investment banking background
Strong diplomatic judgment
Experience with external vendors
Advanced degree in finance or law
Key Requirements
Bachelor's degree required
15+ years progressive experience
Eligibility to work in the United States
Background check and confidentiality agreement
Work Rights
Must provide proof of eligibility to work in the United States