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Robert Half Logo Robert Half · Banking

Relationship Manager

United States, San Carlos · Job Posted June 16, 2026
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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 a plus

What we offer

  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • flexible hybrid schedule
  • supports ongoing education and credential growth
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