Relationship Manager-MUST HAVE a series 65
Partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional
client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in
wealth management with strong opportunities for development and advancement at a firm known for its collaborative
culture.
Key Responsibilities
- Deliver an exceptional client experience by serving as a primary point of contact for clients, Wealth Advisors, and internal team members through frequent phone, email, and in-person communication.
- Partner closely with advisors to support client relationships, financial planning initiatives, and day-to-day service needs.
- Coordinate with internal teams and firm professionals to research, review, and execute time-sensitive and high-priority investment-related requests.
- Develop a strong understanding of portfolio construction, investment strategies, and risk management principles
- Manage and facilitate the onboarding and investment implementation process for new client accounts while ensuring adherence to firm policies and procedures.
- Support business development efforts by helping identify opportunities to deepen existing client relationships and attract new business.
- Maintain accurate and organized client records across multiple systems, ensuring data integrity, compliance, and confidentiality.
- Manage client information within the firm's technology platforms, including Addepar and other portfolio management and CRM systems.
- Participate in special projects and process improvement initiatives designed to enhance operational efficiency and elevate the client experience.
Preferred Qualifications
Bachelor's degree in Finance, Business, Economics, or a related field preferred.
- 2+ years of experience within the financial services industry working client facing
- Experience supporting high-net-worth clients within an RIA, investment management firm, wealth management practice, or broker-dealer environment is highly preferred.
- Professional designation or licensing such as CFP®, CFA, or Series 65 is a plus.
- Passion for helping clients achieve their financial goals through exceptional service and relationship management.
- Strong written and verbal communication skills with the ability to interact professionally with clients and colleagues.
- Excellent organizational skills with the ability to manage multiple priorities in a fast-paced environment.
- Analytical mindset with strong attention to detail and problem-solving abilities.
- Collaborative team player who thrives in a relationship-driven culture.
- Comfortable learning and utilizing financial planning software, CRM platforms, and wealth management technology tools.
*4 days in office- role based out of Chevy Chase, MD 20815