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A well-established, independent RIA firm in the East Bay is seeking a Relationship Manager to join their collaborative, tight-knit team. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER™ professional.
Job Responsibility:
Partner with the business development team to onboard new households and ensure a smooth transition of assets to the firm
Guide clients through account establishment, asset transfers, and related service requests
Execute distribution transactions, including monitoring and facilitating Required Minimum Distributions (RMDs) and tracking annual obligations
Liaise with custodial partners to complete account maintenance and servicing tasks
Escalate client matters to appropriate internal stakeholders and maintain thorough documentation of all interactions
Coordinate client meetings and investment review sessions for the Advisor
Maintain accurate and detailed client records within the CRM platform
Support client appreciation events and assist with special initiatives as needed
Requirements:
Bachelor’s degree from an accredited institution
2–3 years of experience within financial services, preferably in a client-facing capacity
Series 65 license preferred but not mandatory
Working knowledge of taxable and tax-advantaged account structures and their applications
Ability to collaborate effectively within a team while also operating independently
Strong written and verbal communication skills
Nice to have:
Series 65 license
What we offer:
Excellent retirement package
generous PTO
covered commuting costs
firm covers financial education and certifications