FREE ACCESS
5,000–10,000 jobs/day
See all jobs on JobTailor
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Wealth Advisory – Relationship Manager
Father Gabriel Richard High School - Ann Arbor, MichiganRelationship Manager for a wealth management firm in Austin, managing client relationships and coordinating service teams. Proactively provides client support across various financial planning areas.
About the role
Key responsibilities & 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
Requirements
What you’ll need- 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
Benefits
Comp & perks- Competitive comp package that rewards impact
- Full health benefits + 401(k) matching & Roth IRA options
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Soft Skills
client relationship managementcommunicationorganizationattention to detailfollow-throughtrust buildingproactive managementproblem-solvingmultitaskingclient needs anticipation
Certifications
Series 65CFP coursework