Relationship Manager

Key Responsibilities

• Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
• Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
• Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
• Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
• Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
• Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
• Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
• CFP, CPA, or progress toward a professional financial designation is highly regarded.
• Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
• Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
• Strong analytical, organizational, and client relationship management skills.
• Ability to communicate complex financial concepts in a clear and client-friendly manner.

Preferred Background

• Experience working directly with affluent individuals, families, executives, or business owners.
• Exposure to comprehensive financial planning, investment consulting, and portfolio reporting.
• Proven ability to manage multiple client relationships while maintaining a high level of accuracy and responsiveness.