Senior Client Associate
Sanctuary Wealth Group, LLC, Berwyn, Pennsylvania, United States, 19312
Senior Client Associate
We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. This role requires judgment, discretion, operational rigor, and the ability to operate independently in a founder-led environment. This individual will partner closely with the Founder during and after a significant business transition and will play a critical role in delivering a seamless, white-glove experience to clients. The ideal candidate blends operational excellence, emotional intelligence, and proactive ownership - the kind of person clients ask for by name. Client Experience & Relationship Management Serve as a primary point of contact for clients, delivering a warm, professional, and highly personalized service experience Build long-term client relationships rooted in trust, consistency, and genuine care (remembering families, life events, preferences, and priorities) Proactively communicate with clients regarding account activity, paperwork status, follow-ups, and next steps Coordinate meeting logistics, prepare materials, and ensure all client interactions are smooth and well-prepared Operations & Account Administration Open, transfer, and maintain client accounts with accuracy and urgency Handle money movement requests, distributions, beneficiary updates, and account maintenance Monitor and resolve account discrepancies, variances, and operational issues before they escalate Maintain meticulous records and documentation in accordance with compliance and firm standards Compliance & Risk Awareness Support compliance processes through recordkeeping and coordination with external providers Assist with audit preparation and regulatory documentation requests Maintain confidentiality and professional discretion at all times What This Role is Not: Investment decision-making or portfolio management Trading authority Compliance interpretation or regulatory sign-off Firm-level strategic or vendor decisions Ideal Candidate Profile 715+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management Experience working in high-net-worth or ultra-high-net-worth client environments Strong operational background with deep understanding of brokerage, RIA, or custodial platforms Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred) Naturally relational, empathetic, and client-centered - not transactional Exceptionally organized, detail-oriented, and proactive Comfortable operating with autonomy and ownership in a founder-led environment Compensation & Benefits Base Salary: $90,000 $100,000+ (top of market for the right candidate) Total Compensation Potential: $100,000 $120,000+ (base + bonus/variable compensation) Flexible hybrid work arrangement once fully onboarded Competitive benefits package (health insurance, retirement plan, paid time off) Willingness to pay a signing or transition stipend for the right hire
We are seeking an exceptional career Client Associate to provide operational and relational support for a growing independent wealth management practice serving high-net-worth and ultra-high-net-worth families. This role requires judgment, discretion, operational rigor, and the ability to operate independently in a founder-led environment. This individual will partner closely with the Founder during and after a significant business transition and will play a critical role in delivering a seamless, white-glove experience to clients. The ideal candidate blends operational excellence, emotional intelligence, and proactive ownership - the kind of person clients ask for by name. Client Experience & Relationship Management Serve as a primary point of contact for clients, delivering a warm, professional, and highly personalized service experience Build long-term client relationships rooted in trust, consistency, and genuine care (remembering families, life events, preferences, and priorities) Proactively communicate with clients regarding account activity, paperwork status, follow-ups, and next steps Coordinate meeting logistics, prepare materials, and ensure all client interactions are smooth and well-prepared Operations & Account Administration Open, transfer, and maintain client accounts with accuracy and urgency Handle money movement requests, distributions, beneficiary updates, and account maintenance Monitor and resolve account discrepancies, variances, and operational issues before they escalate Maintain meticulous records and documentation in accordance with compliance and firm standards Compliance & Risk Awareness Support compliance processes through recordkeeping and coordination with external providers Assist with audit preparation and regulatory documentation requests Maintain confidentiality and professional discretion at all times What This Role is Not: Investment decision-making or portfolio management Trading authority Compliance interpretation or regulatory sign-off Firm-level strategic or vendor decisions Ideal Candidate Profile 715+ years of experience as a Client Associate, Client Service Manager, or similar role in wealth management Experience working in high-net-worth or ultra-high-net-worth client environments Strong operational background with deep understanding of brokerage, RIA, or custodial platforms Strong familiarity with custodial platforms (Fidelity, Pershing, Goldman/ GSAS preferred) Naturally relational, empathetic, and client-centered - not transactional Exceptionally organized, detail-oriented, and proactive Comfortable operating with autonomy and ownership in a founder-led environment Compensation & Benefits Base Salary: $90,000 $100,000+ (top of market for the right candidate) Total Compensation Potential: $100,000 $120,000+ (base + bonus/variable compensation) Flexible hybrid work arrangement once fully onboarded Competitive benefits package (health insurance, retirement plan, paid time off) Willingness to pay a signing or transition stipend for the right hire