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Relationship Manager

Houston, TX

Employment Type: Permanent Position Function: Sales Job Number: 16843464

Job Description

The Opportunity

Due to rapid practice growth, an established multi-family office firm is seeking an Associate Wealth Advisor / Client Relationship Associate to support a senior wealth practice. Designed as an intentional apprenticeship into high-net-worth wealth advising, this role allows you to work directly alongside a seasoned senior advisor with decades of industry experience to manage complex family relationships and progressively transition into a lead advisor role over time.

About the Company
Operating as a holistic multi-family office, the firm delivers customized financial management solutions for high-net-worth and ultra-high-net-worth families. While investment management and financial planning form the foundation, the firm distinguishes itself through high-touch estate coordination, private bank/lending oversight, entity structuring, and aggregated performance reporting.

Location
Greater Houston Metropolitan Area, TX. This role features a collaborative in-person office environment with local client meetings and remote flexibility when appropriate.

What You Will Do
  • Serve as a primary daily point of contact for private wealth clients, delivering responsive, high-touch support.
  • Coordinate prep work and drive execution for client strategy meetings.
  • Collaborate with external client partners including CPAs, trust officers, attorneys, and bankers on comprehensive tax, estate, and business decisions.
  • Facilitate administrative onboarding, partnership documentation, and complex account maintenance across trusts and holding companies.
  • Assist with credit, cash flow execution, and treasury management across client balance sheets.
  • Help prepare customized client deliverables, consolidated net-worth statements, and performance summaries.
  • Oversee action-item tracking and operational compliance across the practice.

Who You Are
  • 2 to 5+ years of experience in private wealth management, RIA support, or financial planning.
  • Strong baseline knowledge of modern portfolio structures, market dynamics, and complex account setups.
  • Proficiency with CRM systems and financial reporting software.
  • Excellent organizational skills with a proven ability to manage complex tasks in a fast-paced setting.
  • Series 7 and/or Series 66 preferred (or willingness to obtain within a specified timeframe).
  • Highly detailed, analytical, and comfortable interacting with high-net-worth individuals.
  • Excellent written and verbal communication skills with high discretion handling sensitive financial information.
The ideal candidate is a detail-oriented, highly organized professional who possesses a strong professional presence and is comfortable engaging with high-net-worth individuals. You are financially savvy, highly analytical, and possess a client-first mindset with exceptional written and verbal communication skills. You demonstrate high integrity, discretion in handling sensitive data, and a desire to transition from behind-the-scenes support into client-facing advisory work.

Education & Qualifications
  • Bachelor s degree in Finance, Business, Economics, or a related field required.

Flexibility & Work-Life Integration
  • Work Structure: Onsite office environment paired with regional client meetings and occasional remote options.
  • Schedule: Full-time schedule focused on client availability during market and business hours, paired with standard workplace flexibility.
  • Environment: Relationship-focused firm emphasizing long-term career growth, mentorship, and structured progression.

Why Join the Team?

This position offers a clear path toward becoming a lead wealth advisor without the immediate pressure of cold prospecting or building a book of business from scratch. You will receive direct mentorship, gain deep exposure to multi-generational family office solutions, and have structured avenues to assume full ownership of client relationships over time.


About Naviga Recruiting & Executive Search

Naviga Recruiting & Executive Search is a leading provider of Executive Search, Leadership, Individual Contributor, and Contingent Workforce Solutions, empowering businesses to achieve their strategic objectives through expert talent acquisition. Our specialties include sales, marketing, finance/accounting and operations hiring. With a commitment to excellence and a deep understanding of market trends, Naviga Recruiting & Executive Search helps organizations build high-performing teams and navigate complex workforce challenges. Naviga Recruiting & Executive Search specializes in U.S. Hiring for Global Businesses.

Meet Your Recruiter

Tabatha Valentin-Elliott
National Talent Acquisition Recruiter

Tabatha Valentin‑Elliott serves as National TA Recruiter at Naviga, bringing over eight years of recruiting experience, more than four of which have been dedicated to executive search in both corporate environments and agency settings. She joined Naviga in September 2024, and leads national-level recruitment assignments for global organizations.

With deep expertise in sales leadership and management hiring across industries including SaaS/technology, legal, professional services, and material handling/logistics, Tabatha excels at identifying leaders who align with both functional and cultural imperatives.

Her career path includes leadership roles in customer service, retail, medical manufacturing, and sales. At Medtronic, she served as Head Recruitment Chair for an employee resource group, spearheading diversity and inclusion initiatives and gaining critical insight into the real-world pressures of hiring and retention. This experience refined her approach to aligning candidate capabilities and cultural fit, especially under tight timelines and complex stakeholder dynamics.

Tabatha’s executive search methodology emphasizes trusted partnership with hiring managers and recruiters. She invests time upfront to understand each role’s specific business priorities, team dynamics, and any past recruiting challenges. One standout placement involved a Finance Director role in an M&A context, which required coordinating across multiple stakeholder groups. By aligning priorities and influencing budget decisions, Tabatha helped secure a candidate who delivered immediate impact and exceeded expectations.

In her work, Tabatha helps clients overcome a common obstacle: inflexible expectations. Leveraging market intelligence, candidate feedback, and hiring trends, she provides consultative guidance that helps clients adapt and stay competitive in talent acquisition.

Outside her recruiting practice, Tabatha is passionate about baking and mastering the science behind it—and brings that same curious, precise mindset to every search she leads. She describes herself as a “matchmaker of sorts,” specializing in connecting candidates and clients in ways others might overlook. For Tabatha, the most rewarding aspect of her role is creating win‑win outcomes: helping companies scale with top talent while supporting candidates through often stressful career transitions.

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About Houston, TX

Discover exciting job opportunities in the vibrant region around Houston, Texas! Known for its thriving economy, diverse industries, and endless growth prospects, Houston offers an enticing landscape for career-minded individuals. With world-class museums like the Museum of Fine Arts and a rich culinary scene showcasing Tex-Mex delights, BBQ joints, and food trucks serving up local flavors, Houston is a melting pot of culture and creativity. Home to the renowned Space Center Houston, the historic Astrodome, and professional sports teams like the Rockets and the Astros, this region exudes energy and excitement. Embrace the charm of this dynamic area while exploring job listings that could lead you to a fulfilling career right here in Houston!