Relationship Manager

• 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

• 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

Series 65 license

• Excellent retirement package
• generous PTO
• covered commuting costs
• firm covers financial education and certifications