Wealth Advisory - Relationship Manager

u003cpu003eu003cstrongu003eThe Roleu003c/strongu003eu003c/pu003enu003cpu003eYou'll be the person clients trust to know their lives: the family updates, the upcoming milestones, the questions they haven't asked yet. As the Relationship Manager for a well-established Austin-based advisory practice, you're the connective tissue between the advisor, the client, and the service team, keeping everything running smoothly so your advisor can focus on growing the business and delivering great advice.u003c/pu003enu003cpu003eThe practice spans clients across asset allocation, tax strategy, retirement planning, equity compensation, and real estate, a sophisticated book that demands a high-touch, detail-oriented relationship presence. No business development. No cold calls. Just building real relationships and making sure clients always feel taken care of.u003c/pu003enu003cpu003eu003cstrongu003eYour Impactu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eOwn the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracksu003c/liu003enu003cliu003eServe as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolvedu003c/liu003enu003cliu003eMaintain a meticulous CRM: keeping client records, notes, and activity logs current and accurateu003c/liu003enu003cliu003eCoordinate client onboarding, account transitions, and service requests in partnership with operationsu003c/liu003enu003cliu003ePrepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-upu003c/liu003enu003cliu003eAnticipate client needs and flag opportunities to deepen relationships or expand share of walletu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eThe Ideal Matchu003c/strongu003eu003c/pu003enu003culu003enu003cliu003e2-5 years in a client-facing support or relationship role at a wealth management or financial services firm (wirehouse, RIA, or large independent experience strongly preferred)u003c/liu003enu003cliu003eProven track record managing high-touch relationships with high-net-worth individuals or familiesu003c/liu003enu003cliu003eExceptional follow-through, clients never have to chase you twiceu003c/liu003enu003cliu003eWarm, professional communicator who builds trust naturallyu003c/liu003enu003cliu003eHighly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ballu003c/liu003enu003cliu003eSeries 65 or equivalent a plus; CFP coursework welcomedu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eBonus Pointsu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eBackground at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)u003c/liu003enu003cliu003eCRM proficiency (Salesforce, Redtail, or similar)u003c/liu003enu003cliu003eGenuine love of the details, you're the person who remembers the kids' names and the dog's birthdayu003c/liu003enu003cliu003eFamiliarity with modern wealth tech platformsu003c/liu003enu003c/ulu003enu003cpu003eu003cstrongu003eWhy Join Usu003c/strongu003eu003c/pu003enu003culu003enu003cliu003eCompetitive comp package that rewards impactu003c/liu003enu003cliu003eWork alongside some of the brightest minds in fintechu003c/liu003enu003cliu003eGround-floor opportunity at a fast-scaling startupu003c/liu003enu003cliu003eChart your own growth path as we expandu003c/liu003enu003cliu003eFull health benefits + 401(k) matching u0026amp; Roth IRA optionsu003c/liu003enu003cliu003eReady to disrupt wealth management? Let's talk!u003c/liu003enu003c/ulu003enu003cpu003eReady to disrupt wealth management? Let's talk!u003c/pu003enu003cpu003eu003cbru003eu003cbru003eu003c/pu003e