Associate Vice President, Client Engagement

We are seeking a highly capable and detail-oriented Associate Vice President to serve as a direct extension of the Principal & Lead Advisor within a boutique, administrative family office platform.

This individual will play a central role in client engagement, advisory coordination, and service delivery, acting as the connective layer between strategy and execution. The AVP will work closely with the Lead Advisor to translate complex financial, tax, investment, and estate planning strategies into coordinated action across internal and external stakeholders.

This role is best suited for a mid-to-senior level professional who has meaningful experience serving high-net-worth or ultra-high-net-worth clients and is ready to step into a highly dynamic, high-responsibility position within a growing firm.

The AVP will function as a second voice to the client, reinforcing and advancing advisory direction, while ensuring all client-related activities are executed with precision, consistency, and a high standard of care.

Serve as the primary operator of client engagements—translating advisory direction into coordinated action, maintaining continuity across all stakeholders, and ensuring the consistent delivery of a high-touch family office experience.