Wealth Management Relationship Manager

Guardian Life Insurance•New York, NY

1d•$59,110 - $88,660

About The Position

The Relationship Manager (RM) serves as a strategic partner and primary point of contact for a select group of high-value financial advisors. This role delivers proactive, high-touch support, owns complex service and operational inquiries end-to-end, and ensures a seamless advisor experience. You will Build and maintain strong advisor relationships through proactive outreach Own escalations from initiation to resolution Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.) Provide expertise on broker-dealer and advisory operations Identify trends and suggest process improvements Deliver clear, structured communication and follow-through.

Requirements

3+ years of client service or relationship management experience
NetX 360 or similar platform experience
Financial services or broker-dealer experience
Strong ownership and accountability
Ability to manage complex issues and ambiguity
Highly organized and detail-oriented
Strong communication and collaboration skills
Must be legally authorized to work in the United States, without the need for employer sponsorship.

Nice To Haves

Securities licenses (SIE, Series 6, 7, 63)
Broker-dealer operations knowledge (TOAs, accounts, cashiering)

Responsibilities

Build and maintain strong advisor relationships through proactive outreach
Own escalations from initiation to resolution
Coordinate cross-functional stakeholders (Operations, Compliance, Technology, etc.)
Provide expertise on broker-dealer and advisory operations
Identify trends and suggest process improvements
Deliver clear, structured communication and follow-through