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Relationship Manager | Wealth Management

https://www.roberthalf.com Logo

Robert Half

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Location:
United States , San Carlos

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise. The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.

Job Responsibility:

  • Serve as a key contact for clients, anticipating needs and delivering thoughtful service
  • Lead and refine the onboarding process for new clients
  • Support financial planning and meeting preparation
  • Open and service accounts across custodial platforms
  • Coordinate with custodians, CPAs, and attorneys
  • Manage cashiering, client records, and CRM updates
  • Assist clients with platform access and account navigation

Requirements:

  • Bachelor's degree
  • 3-6+ years in an RIA, brokerage, or family office
  • Familiarity with Fidelity, Schwab, Orion, or Redtail a plus
  • Strong attention to detail and problem-solving skills
  • Polished communication and ability to manage multiple priorities

Nice to have:

Familiarity with Fidelity, Schwab, Orion, or Redtail

What we offer:
  • medical
  • vision
  • dental
  • life and disability insurance
  • 401(k) plan
  • free online training

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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