Family Office Client Partner — UHNW Service Lead

Posted yesterday

clearstead advisorsSeattle (WA)

Personal Service Managers, All Other Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Clearstead is seeking a Client Partner (Family Office) to serve as the primary client service contact for Custom and Single-Family Office relationships in Seattle. You will oversee operational support and coordinate a broad range of family office services with internal teams and external partners. In this high-touch role, you will own client projects from planning to execution, ensure timely delivery, and maintain confidential client information.

Before you apply

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Your profile is current

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Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.