Financial Advisory - Relationship Manager
Lead with Purpose. Partner with Impact. As the Client Relationship Manager, you will report to the Director of Operations and serve as a key leader within the operations team. You will oversee client service delivery, drive operational excellence, and partner closely with Investment Advisors to strengthen client relationships and enhance the overall client experience.
In this role, you will provide strategic direction across account management, financial planning support, and client engagement, while ensuring consistency, accuracy, and compliance across all client activities. You will play a critical role in scaling best practices and contributing to the firm’s growth strategy.
What You’ll Do:
Lead client relationship management efforts, ensuring a high‑touch, proactive service model that deepens trust and retention
Oversee end-to-end client onboarding, including account setup, asset transfers, and coordination with custodians and internal operations teams
Manage complex client service activities, including account maintenance, transactions (wires, transfers, checks), and issue resolution
Partner closely with Lead Advisors and Managing Directors to review financial planning assumptions, portfolio strategies, and client recommendations
Supervise portfolio implementation activities, including asset allocation, rebalancing, and trade execution in partnership with the Lead Advisors
Review and approve client deliverables, including performance reports, financial materials, and presentations
Drive CRM and portfolio management system integrity, ensuring all client data, documentation, and compliance records are accurate and up to date
Act as a senior point of contact for clients, handling advanced inquiries and providing guidance on account access, reporting, and investment-related questions
Participate in client meetings, delivering insights, and strengthening relationships
Identify process improvements and efficiencies, partnering with Operations and Leadership to enhance scalability and service delivery
Ensure adherence to compliance standards, maintaining audit-ready client files and regulatory documentation
What You Bring:
Proven ability to lead client relationships and deliver a high-caliber client experience in a wealth management or financial advisory environment
Strong expertise in investment operations, account administration, and client lifecycle management
High attention to detail and commitment to compliance, documentation, and operational excellence
Advanced organizational skills with the ability to manage competing priorities, ensure accuracy, and drive accountability
Deep familiarity with custodians, CRM systems, and portfolio management platforms
Strong analytical capabilities with experience supporting or contributing to financial planning and portfolio construction
Working knowledge of asset allocation, portfolio management, and investment strategies
Exceptional communication and presentation skills, with confidence engaging directly with clients and senior stakeholders
A proactive, solutions-oriented mindset with a strong sense of ownership
Demonstrated interest in continued professional growth and contributing to the strategic direction of the advisory practice