Wealth Advisory Relationship Manager

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