Client Relationship Manager
LEGACY BRIDGE Private Family Offices, West Des Moines, IA, United States
Family Office Client Relationship Manager
Legacy Bridge Private Family Offices is seeking an experienced
Family Office Client Relationship Manager
to join our growing team.
Founded in 2015 and headquartered in Des Moines, Legacy Bridge is an independent, boutique
multi-family office serving ultra-high-net-worth individuals and enterprising families . As a Registered Investment Advisor, we provide integrated wealth management, estate and tax coordination, and family office services designed to help families navigate complexity and preserve multigenerational wealth.
This role is ideal for a seasoned professional who enjoys
deep client relationships, sophisticated planning, and working within a collaborative advisory team .
Why Join Legacy Bridge Legacy Bridge offers a distinctive environment compared with large financial institutions and traditional wealth firms:
Boutique multi-family office serving a select group of ultra-high-net-worth families
Collaborative, multidisciplinary team approach to client service
Highly personalized client relationships — not product‑driven sales
Exposure to complex planning strategies and multigenerational wealth structures
Opportunity to have a direct and meaningful impact on clients and the firm
A culture grounded in integrity, intellectual curiosity, professionalism, and teamwork
The Opportunity The Family Office Client Relationship Manager serves as a trusted partner to ultra-high-net-worth families, coordinating estate, trust, tax, and family office services while ensuring a seamless and exceptional client experience.
This role also works closely with outside advisors—including attorneys, tax professionals, insurance specialists, and other third‑party providers—to execute sophisticated planning strategies and client initiatives.
Key Responsibilities
Provide proactive, high‑touch support across all aspects of the client relationship
Coordinate execution of estate, trust, tax, insurance, and philanthropic planning strategies
Prepare and review documentation related to wealth transfer strategies, tax planning, and client initiatives
Serve as a liaison between clients and external advisors to ensure projects are executed efficiently
Manage bespoke client requests and special projects
Partner with internal teams to support client onboarding, account transfers, and account updates
Maintain strong client relationships and contribute to the firm’s reputation and growth
Represent the Legacy Bridge brand and communicate the firm’s capabilities to clients and prospective clients
Qualifications
10+ years of experience serving high-net-worth clients
Experience in family office, private wealth management, trust administration, or estate planning environments
Professional designations such as
CTFA, CFP, or similar credentials
preferred
Strong written and verbal communication skills
Exceptional attention to detail and organizational skills
High integrity and professionalism when handling confidential client information
Strong emotional intelligence and client service orientation
Healthcare and insurance coverage
401(k) with employer matching
Paid time off and holidays
Opportunity to work closely with sophisticated high-net-worth families in a boutique advisory environment
Location This role is
full-time and on-site in West Des Moines, Iowa .
If you are passionate about delivering exceptional service to high-net-worth families and want to be part of a collaborative, client-focused, friendly family office, we would welcome the opportunity to connect.
Apply or contact us to learn more about joining the Legacy Bridge team.
#J-18808-Ljbffr
Legacy Bridge Private Family Offices is seeking an experienced
Family Office Client Relationship Manager
to join our growing team.
Founded in 2015 and headquartered in Des Moines, Legacy Bridge is an independent, boutique
multi-family office serving ultra-high-net-worth individuals and enterprising families . As a Registered Investment Advisor, we provide integrated wealth management, estate and tax coordination, and family office services designed to help families navigate complexity and preserve multigenerational wealth.
This role is ideal for a seasoned professional who enjoys
deep client relationships, sophisticated planning, and working within a collaborative advisory team .
Why Join Legacy Bridge Legacy Bridge offers a distinctive environment compared with large financial institutions and traditional wealth firms:
Boutique multi-family office serving a select group of ultra-high-net-worth families
Collaborative, multidisciplinary team approach to client service
Highly personalized client relationships — not product‑driven sales
Exposure to complex planning strategies and multigenerational wealth structures
Opportunity to have a direct and meaningful impact on clients and the firm
A culture grounded in integrity, intellectual curiosity, professionalism, and teamwork
The Opportunity The Family Office Client Relationship Manager serves as a trusted partner to ultra-high-net-worth families, coordinating estate, trust, tax, and family office services while ensuring a seamless and exceptional client experience.
This role also works closely with outside advisors—including attorneys, tax professionals, insurance specialists, and other third‑party providers—to execute sophisticated planning strategies and client initiatives.
Key Responsibilities
Provide proactive, high‑touch support across all aspects of the client relationship
Coordinate execution of estate, trust, tax, insurance, and philanthropic planning strategies
Prepare and review documentation related to wealth transfer strategies, tax planning, and client initiatives
Serve as a liaison between clients and external advisors to ensure projects are executed efficiently
Manage bespoke client requests and special projects
Partner with internal teams to support client onboarding, account transfers, and account updates
Maintain strong client relationships and contribute to the firm’s reputation and growth
Represent the Legacy Bridge brand and communicate the firm’s capabilities to clients and prospective clients
Qualifications
10+ years of experience serving high-net-worth clients
Experience in family office, private wealth management, trust administration, or estate planning environments
Professional designations such as
CTFA, CFP, or similar credentials
preferred
Strong written and verbal communication skills
Exceptional attention to detail and organizational skills
High integrity and professionalism when handling confidential client information
Strong emotional intelligence and client service orientation
Healthcare and insurance coverage
401(k) with employer matching
Paid time off and holidays
Opportunity to work closely with sophisticated high-net-worth families in a boutique advisory environment
Location This role is
full-time and on-site in West Des Moines, Iowa .
If you are passionate about delivering exceptional service to high-net-worth families and want to be part of a collaborative, client-focused, friendly family office, we would welcome the opportunity to connect.
Apply or contact us to learn more about joining the Legacy Bridge team.
#J-18808-Ljbffr