Financial Advisory - Relationship Manager
About The Position
The Client Relationship Manager reports to the Director of Operations and serves as a key leader on the operations team. The role oversees client service delivery, drives operational excellence, and partners with Investment Advisors to strengthen client relationships and enhance the client experience. The position provides strategic direction across account management, financial planning support, and client engagement, while ensuring consistency, accuracy, and compliance across client activities. It also supports scaling best practices and contributes to the firm’s growth strategy.
Requirements
- Ability to lead client relationships and deliver a high-caliber client experience in wealth management or financial advisory.
- Strong expertise in investment operations, account administration, and client lifecycle management.
- High attention to detail and commitment to compliance, documentation, and operational excellence.
- Advanced organizational skills, including the ability to manage competing priorities, ensure accuracy, and drive accountability.
- Deep familiarity with custodians, CRM systems, and portfolio management platforms.
- Strong analytical capabilities and experience supporting or contributing to financial planning and portfolio construction.
- Working knowledge of asset allocation, portfolio management, and investment strategies.
- Exceptional communication and presentation skills, with confidence engaging directly with clients and senior stakeholders.
- Proactive, solutions-oriented mindset and a strong sense of ownership.
- Demonstrated interest in continued professional growth and contributing to the strategic direction of the advisory practice.
Responsibilities
- Lead client relationship management, providing proactive, high-touch service to deepen trust and retention.
- Oversee end-to-end client onboarding, including account setup, asset transfers, and coordination with custodians and internal operations teams.
- Manage complex client service activities, including account maintenance, wires, transfers, checks, and issue resolution.
- Partner with Lead Advisors and Managing Directors to review financial planning assumptions, portfolio strategies, and client recommendations.
- Supervise portfolio implementation, including asset allocation, rebalancing, and trade execution in partnership with Lead Advisors.
- Review and approve client deliverables, including performance reports, financial materials, and presentations.
- Maintain the integrity of CRM and portfolio management systems, ensuring client data, documentation, and compliance records are accurate and current.
- Serve as a senior client contact, responding to advanced inquiries and providing guidance on account access, reporting, and investment-related questions.
- Participate in client meetings, deliver insights, and strengthen relationships.
- Identify process improvements and efficiencies in partnership with Operations and Leadership.
- Ensure compliance with standards and maintain audit-ready client files and regulatory documentation.
Benefits
- Competitive pay and benefits with a large employer.
- 401(k), health insurance, and a competitive benefits package.
- Supportive, collaborative environment committed to professional excellence.
- Opportunities for training, development, and long-term growth within the firm.
- Tuition reimbursement for qualified expenses.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
