Location: Mequon, WI | Hybrid
Compensation: Competitive Compensation + Benefits
Position Overview:
Our client, an established and growing wealth management firm managing almost $1.5B in assets, is seeking an experienced Relationship Manager to join its collaborative team in Mequon, WI. This individual will work closely with Financial Advisors and Service Advisors to coordinate client relationships, deliver an exceptional client experience, and ensure that client needs and follow-up activities are handled accurately and efficiently. The Relationship Manager will serve as a primary point of contact for clients, manage meeting preparation and follow-through, coordinate responsibilities across the team, and support financial planning, investment, and insurance discussions. This role is ideal for someone who enjoys building meaningful client relationships, takes ownership of details, and thrives in a team-oriented environment.
Key Responsibilities:
Client Relationship Management & Service:
- Serve as a primary point of contact for client requests, questions, and ongoing service needs
- Build and maintain strong client relationships through responsive, professional, and personalized service
- Resolve routine client questions independently and appropriately delegate or escalate more complex matters
- Coordinate client meeting schedules, ongoing relationship touchpoints, and appointments related to changing client needs
- Proactively communicate with clients and internal team members to ensure timely follow-through
- Help create a seamless client experience while allowing advisors to focus on financial advice and relationship development
Financial Planning & Advisor Support:
- Partner closely with Financial Advisors and Service Advisors to support comprehensive financial planning and client relationship activities
- Prepare accurate and complete materials for client meetings, including agendas, notes, and investment and insurance proposals
- Participate in financial planning and investment meetings as needed
- Provide financial planning, investment, and insurance recommendations within applicable licensing requirements and compliance standards
- Help educate clients regarding investment and insurance plans, product features, and performance
- Discuss potential retirement account rollovers, relevant tax considerations, costs, and advisory fees within the authorized scope of the role
- Support advisors in identifying and addressing changing client circumstances and planning needs
Client Meeting Coordination & Follow-Through:
- Coordinate meeting preparation and ensure advisors have the information and materials needed for productive client conversations
- Review client case notes, identify next steps, and assign appropriate action items
- Track outstanding responsibilities and ensure client commitments are completed accurately and on time
- Collaborate with the operations team to coordinate client requests and follow-up activities
- Document meeting discussions and prepare follow-up communications as appropriate
- Maintain organized client files, correspondence, performance reports, account forms, and related documentation
Team Collaboration & Business Support:
- Work collaboratively with advisors, service professionals, and operations team members to ensure consistent service delivery
- Follow up on prospective client opportunities and coordinate transitions to the operations team once clients confirm next steps
- Maintain accurate records and support effective communication across the team
- Identify opportunities to improve coordination, efficiency, and the overall client experience
- Stay informed on financial markets, economic developments, industry trends, and relevant compliance requirements
- Maintain a high standard of professionalism, accuracy, and accountability across all responsibilities
Qualifications:
- Minimum of 3 years of financial planning experience
- Series 6 and Series 63 securities highly preferred; must get within 6 months upon hire
- Life and health insurance licenses preferred
- Strong understanding of financial planning concepts, investments, insurance products, and client relationship management
- Excellent written and verbal communication skills with the ability to explain financial concepts clearly and confidently
- Strong problem-solving skills and a proactive, solutions-oriented approach to client service
- Exceptional organizational skills, attention to detail, and consistent follow-through
- Ability to manage competing priorities and coordinate multiple client requests efficiently
- Strong interpersonal skills and the ability to build trust with clients, advisors, and colleagues
- Collaborative mindset and comfort working within a close-knit, team-oriented environment
- Positive, professional attitude with a strong commitment to delivering an exceptional client experience
What We're Looking For:
The ideal candidate is a relationship-focused financial services professional who enjoys working directly with clients while keeping the many details of a wealth management practice organized and moving forward. This individual is proactive, dependable, and comfortable taking ownership of client needs from initial request through resolution. They will have the ability to balance client communication, financial planning support, meeting coordination, and operational follow-through while maintaining a consistently high standard of service. Just as importantly, this person values teamwork, communicates effectively, and enjoys contributing to a collaborative environment where everyone works together to support clients and the firm's continued success.