Paraplanner / Client Relationship Manager
About The Position
We are seeking a Paraplanner / Client Relationship Manager to provide technical planning, execution and investment operations support for our growing advisory team. This role is 0% sales but will be client facing. Your impact comes from ensuring flawless planning, reporting, onboarding, and investment workflows so our advisors can focus entirely on serving clients and driving growth. You will be expected to interface with clients directly, ask clarifying questions to determine the underlying concerns, research solutions, and then provide timely answer in easy-to-follow language. This is an ideal role for someone with 1–5 years of RIA or wealth management experience who is strong in the details, eager to grow, and comfortable owning core planning & operational functions.
Requirements
- 1–5+ years of experience in wealth management, RIA operations, or financial planning.
- Strong understanding of key financial planning concepts - i.e. differences between Traditional vs. Roth IRAs, tax impacts, contribution rules, and common planning strategies.
- Experience with any of the following systems (training provided where needed): eMoney or similar planning software Orion or performance reporting platform Fidelity Wealthscape or another custodian Adhesion, BlackRock 360, FT Portfolio Analytics, or similar tools
- Strong organizational skills, detail orientation, and the ability to manage multiple priorities.
- Proactive, accountable, and committed to doing work with excellence.
- Curious and eager to learn deeper planning and investment workflows.
- Positive energy and eagerness to contribute to a fast-moving entrepreneurial team.
- High integrity and a genuine desire to help clients succeed.
Nice To Haves
- Experience in a technical paraplanner, analyst, or senior analyst role.
- Familiarity with alternative investments and subscription platforms.
- Desire to pursue CFP down the road (not required).
- Prior experience in a growing or boutique RIA environment.
Responsibilities
- Build, update, and maintain eMoney financial plans for clients and prospects, translating advisor notes into accurate plan inputs, assumptions, and planning recommendations.
- Generate and manage Orion performance reports, quarterly review packets, and dashboards to support client meetings and ongoing monitoring.
- Manage Fidelity Wealthscape account onboarding, transfers, service requests, and documentation to ensure smooth client transitions and accurate account setup.
- Execute ad-hoc trades, manage cash movements, and support day-to-day investment operations under advisor direction.
- Complete Adhesion account onboarding, strategy selection, and ongoing maintenance.
- Run portfolio and investment analysis using tools such as BlackRock 360, Franklin Templeton Portfolio Analytics, internal allocation models, and custodian reporting systems.
- Process alternative investment purchases via +Subscribe and maintain accurate tracking.
- Prepare client meeting materials, ensure completion of follow-up items, and maintain client details across planning & operational workflows; eventually take full ownership of delivery.
- Provide exceptional client service support, ensuring timely responses, detailed follow-through, and coordination across the advisory and operations teams.
- Maintain high data integrity, adhere to compliance requirements, and support internal process improvements as the firm grows.
Benefits
- Annual bonus opportunity
- PTO, holidays, and access to Sanctuary Wealth resources, tools, and training programs.
- 75% Employer-Provided Health Insurance and 401k with 4% match
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
101-250 employees
