Job Title: Client Relationship Manager
Company: Wealth Management Company
Type: Full-time, In-Office (Cincinnati, OH)
Work Hours: 8:30am-4:30pm
Summary
Robert Hess Search Group is seeking a growth-minded, detail-oriented Client Relationship Manager for a confidential wealth management client in Cincinnati. This role works directly with Financial Advisors to prepare client reviews, manage trading, and handle account administration.
Essential Responsibilities
- Prepare and assist with client reviews, carrying out follow-up action items and work instructions.
- Execute trades (buy/sell), open new accounts, update beneficiaries, and process variable annuity exchanges.
- Build out retirement plans and education goals in collaboration with advisors.
- Manage RMDs, inherited RMDs, and tax loss harvesting.
- Prepare client documentation for CPAs based on distributions, capital gains, and unrealized capital gains.
- Assist with estate planning document review (trusts, powers of attorney, key roles/players).
- Meet with clients, walk them through obtaining tax documents, and open accounts.
Qualifications & Requirements
- SIE and Series 7 top-off licenses are required.
- Flexible on additional licensing: Series 66 preferred, or combinations of Series 6, 63, and/or 65.
- 5+ years of experience in an independent broker-dealer or RIA environment.
- Strong work ethic, self-starter, highly organized, and detail-oriented with excellent communication skills.
- Life and Health Insurance License OH 2024 (preferred) company will require in 90 days
Compensation & Benefits
- Target salary range is $60,000 to $70,000, depending on experience and licensing
- Bonus opportunity
- Company provided and paid 4% 401(k) contribution
- Health insurance benefits
- Includes paid time off (PTO) and paid company holidays