Hope you’re all enjoying the summer. I’ve been writing less and trying to enjoy these months more than I have in years given how fast the days go by. If you’re following the podcast and YouTube channel you’re up to speed on what I am seeing and saying in the markets each week. I’ll be back at it on downtownjoshbrown.com come September.

In the meanwhile, I want to tell you about a special career opportunity that’s opened up at Ritholtz Wealth Management. I will be personally involved in the search for this person given the nature of the role we’re hiring for.

A few years back we made the decision to fully commit to the Multi Family Office space. We had too many people coming to us in search of family office services and our offering for the $7 million to $25 million household - which we call The Preserve - didn’t include all of the things that the ultra high net worth family requires.

We brought in an amazing professional to head up the Ritholtz MFO, Taylor Hollis. Taylor is based in Nashville, TN and had spent the early part of her career at a prestigious trust bank helping families with eight- and nine-figure fortunes manage their financial lives. She specializes in areas of wealth management that aren’t relevant (yet) to clients in our flagship wealth tier and she brings an incredible amount of experience and detail-orientation to what we’re doing for these families and situations.

But we’ve been too successful in this arena, too quickly. Taylor needs help. In order for us to maintain the high-touch service we’ve become known for, we’re going to be growing her team. Taylor now has dedicated support on the administrative side, in tax, in estate planning, etc. What we need today is someone to work alongside her as this service tier within our firm continues to attract new clients. I’m putting out the Bat Signal today to let you know that, if you fit the qualifications we require, we might be about to change your life. If you work with ultra high net worth families and you’d love to explore bringing your talents and experience to Ritholtz, this is your chance.

We are now seeking a Relationship Manager for the Ritholtz Wealth Management Multi Family Office.

Below is a full job description along with the qualifications necessary to apply for the role. Geographically, we are only considering candidates in the following metropolitan areas as this is very much an in-person position: New York, New Jersey, Connecticut (the Tri-State area) as well as the cities of Boston, Charlotte, Chicago or Nashville.

I want to make it clear that candidates outside these metro areas will not be considered for this specific role at this time. For the RM role at our MFO, physical proximity is going to be crucial in this endeavor.

I also want to emphasize the fact that if you are not currently meeting the qualifications we list here, this is not the role for you. Differently qualified financial advisors are welcome to talk to us about other opportunities at the firm. If you have a story to tell about your career and what you want for yourself and your clients, we’d love to hear it.

Please read through the opportunity as we describe it and let us know if you are the MFO advisor we’re looking for. Candidates should apply via [email protected] immediately. Thanks!

Multi-Family Office Relationship Manager

• Experience managing relationships for clients $50mm+

• CFP, CFA, JD, CPA or equivalent credential

• Minimum 7 years of experience in a similar role 

• Proven track record for leading a team approach with clients 

Location:

New York, New Jersey, Connecticut (the Tri-State area), Boston, Charlotte, Chicago or Nashville.

Position Summary:

The Multi-Family Office Relationship Manager (MFO RM) will play a key role in deepening and expanding our capabilities for ultra-high-net-worth (UHNW) families and multi-generational client relationships. This individual will serve as the primary point of contact for family office clients, delivering highly customized service, coordinating complex planning needs, and acting as a quarterback across the client’s team of advisors and external professionals.

Key Responsibilities:

• Serve as the lead advisor for UHNW and multi-family office relationships, building deep, trusted partnerships across multiple generations.
  

• Develop and implement comprehensive, tailored wealth management strategies, including investment oversight, estate planning coordination, tax planning, philanthropy, and family governance.
  

• Coordinate and collaborate with internal specialists and external partners (accountants, attorneys, trustees, etc.) to ensure seamless client experience.
  

• Identify opportunities to expand services within client families, cultivate intergenerational relationships, and assist with succession planning.
  

• Maintain a high-touch, proactive service model with regular communication, in-person meetings, and family education sessions as appropriate.
  

• Stay current on trends, regulations, and best practices in the multi-family office and UHNW space.
  

• Contribute to the continued build-out of RWM’s MFO service offering, bringing ideas and best practices for process improvement, reporting, and client experience.
  

Qualifications:

• 7+ years of experience advising UHNW families, ideally in a multi-family office, private bank, or trust company setting.
  

• Proven track record of building and retaining complex, multi-generational relationships.
  

• Deep understanding of investments, estate planning, tax planning, and philanthropic strategies.
  

• Excellent relationship management, communication, and presentation skills.
  

• Collaborative, humble, and entrepreneurial mindset aligned with RWM’s values.
  

• CFP®, CPA, JD, or CFA designation strongly preferred.
  

• Demonstrated commitment to fiduciary standards and a client-first approach.
  

Why Join RWM?

• Be part of a dynamic, growing firm redefining how wealth management is delivered.
  

• Collaborate with some of the most respected voices in finance and personal investing.
  

• Contribute to a culture that values intellectual honesty, transparency, and meaningful relationships.
  

• Competitive compensation, generous benefits, and flexible work arrangements.

Apply Now

If you’re excited to help grow our multi-family office offering and build your career with us, we’d love to hear from you. Please send your resume and a brief note about why you’re interested to [email protected].

Thank you! Have a great week, talk soon - JB