Client Relationship Manager
Stonehage Fleming
About this role
The Client Relationship Manager (CRM) is responsible for managing key client relationships within a family office environment, ensuring excellent service, business growth, and compliance. They act as a primary point of contact for clients, coordinate with internal teams, and support business development initiatives.
Skills
About Stonehage Fleming
stonehagefleming.comStonehage Fleming is a multi‑jurisdictional family office and private client advisory firm that advises ultra‑high‑net‑worth families and entrepreneurs on managing and protecting wealth across generations. It offers integrated services including family office advisory, investment and wealth management, wealth and estate planning, legal and tax advice, and trust and fiduciary services. The firm emphasizes long‑term, intergenerational stewardship and responsible wealth management, supported by digital client portals for portfolio and planning access. Stonehage Fleming operates across multiple jurisdictions and highlights social responsibility alongside bespoke client service.
About Stonehage Fleming
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
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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and employee contacts for Stonehage Fleming.
Salary
$106k – $143k
per year