Clearstead
The Client Partner (Family Office) serves as the primary client service contact for the firm’s Custom and Single-Family Office relationships, providing comprehensive oversight of operational support and coordinating a broad range of family office services. The role involves working closely with internal teams and external professional partners to ensure seamless execution across each client relationship while delivering highly responsive, customized service. This position requires exceptional ownership, judgment, and accountability to manage complex financial, administrative, and lifestyle-management needs for ultra-high-net-worth families.
Headquarters
Cleveland, Ohio, United States
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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Clearstead didn’t post a salary, so this is our estimate from similar listings.
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