Partners Capital
The Client Service Principal in Boston leads client relationship management and operational oversight for US taxable client households, acting as a bridge between clients and internal teams. Reporting to the Head of North America Client Service Team, the role involves supervising staff, ensuring accurate and timely client deliverables, and driving process improvements while maintaining compliance and risk controls.
Partners Capital is an Outsourced Chief Investment Officer (OCIO) firm servicing endowments, foundations, family offices and private clients.
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
View leadership team, funding history,
and employee contacts for Partners Capital.
19% above the average for this role