Wealth Advisory Relationship Manager
Serve as primary client liaison for an established Austin wealth advisory practice, managing relationships, CRM, onboarding, and service coordination for high-net-worth clients. Requires 2-5 years of client-facing experience in wealth management or financial services.
About the job
Your Impact
- Own the day-to-day client relationship: proactively managing touchpoints, tracking key life events, and making sure nothing falls through the cracks
- Serve as the primary liaison between clients and the service team, escalating issues with urgency and following through until resolved
- Maintain a meticulous CRM: keeping client records, notes, and activity logs current and accurate
- Coordinate client onboarding, account transitions, and service requests in partnership with operations
- Prepare the advisor for client meetings: gather materials, take notes, and own post-meeting follow-up
- Anticipate client needs and flag opportunities to deepen relationships or expand share of wallet
The Ideal Match
- 2–5 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)
- Proven track record managing high-touch relationships with high-net-worth individuals or families
- Exceptional follow-through, clients never have to chase you twice
- Warm, professional communicator who builds trust naturally
- Highly organized with sharp attention to detail and the ability to juggle competing priorities without dropping the ball
- Series 65 or equivalent a plus; CFP coursework welcomed
Bonus Points
- Background at a wirehouse or large private wealth firm (JP Morgan, UBS, Morgan Stanley, Wells Fargo, etc.)
- CRM proficiency (Salesforce, Redtail, or similar)
- Genuine love of the details, you're the person who remembers the kids' names and the dog's birthday
- Familiarity with modern wealth tech platforms
Why Join Us
- Competitive comp package that rewards impact
- Work alongside some of the brightest minds in fintech
- Ground-floor opportunity at a fast-scaling startup
- Chart your own growth path as we expand
- Full health benefits + 401(k) matching & Roth IRA options
Skills
Client Relationship Management, Crm (Salesforce, Redtail), High-Net-Worth Client Service, Wealth Management Operations, Series 65, Cfp Coursework, Account Onboarding, Meeting Preparation
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