Career Opportunities

Client Service Manager

The Client Service Manager supports Santa Fe Advisors by performing a broad range of functions required to service and grow our client base. CSM is a conscientious, professional, and motivated individual who works effectively and efficiently in both an autonomous support role and a team environment. Responsibilities will include (but not be limited to) client service, client account opening, relationship manager support, marketing support and research, record keeping, compliance support, trade review, vendor relations, and special projects. The range of responsibilities is broad and may change over time as business conditions and SFA’s needs change. The CSM will be a core member of a small entrepreneurial team and is expected to be flexible and adaptable, as the team’s business priorities require.

What We Offer

  • Competitive salary
  • Annual performance bonus 
  • Health Insurance
  • Vacation and paid time off

About Santa Fe Advisors

We provide investment management and financial planning services to high-net-worth individuals and families, trusts, institutions, and charitable organizations. The firm was founded in 2014 and is 100% employee-owned. Our firm’s core principles are based on serving our clients’ best interests through a detailed understanding of their personal and financial needs and goals. As fiduciaries to our clients, we focus on a high degree of transparency and aligning our interests with those of our clients. The principals and employees personally invest in the same portfolios that we recommend for our clients.

The approach that we apply to the work that we do for our clients also applies to the culture at SFA.  We are a small entrepreneurial team that expects the same high level of service internally that we provide our clients externally. While small, we strive to operate using best industry practices and leverage technology and software in order to operate as efficiently as possible. We genuinely enjoy spending time together and support our individual interests beyond SFA.

To apply, contact us. On the form, choose the option: ‘apply for open position‘ then attach your cover letter and resume.

Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.