Relationship Manager

Boca Raton

Permanent

$100,000 - $140,000 USD a year

Wealth Management

PR/606661_1787171474

Key Responsibilities

Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.

Qualifications

Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
CFP®, CPA, or progress toward a professional financial designation is highly regarded.
Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
Strong analytical, organizational, and client relationship management skills.
Ability to communicate complex financial concepts in a clear and client-friendly manner.

Preferred Background

Experience working directly with affluent individuals, families, executives, or business owners.
Exposure to comprehensive financial planning, investment consulting, and portfolio reporting.
Proven ability to manage multiple client relationships while maintaining a high level of accuracy and responsiveness.

FAQs

I have applied for a role, what happens next?

Congratulations, we understand that taking the time to apply is a big step. When you apply, your details go directly to the consultant who is sourcing talent. Due to demand, we may not get back to all applicants that have applied. However, we always keep your resume and details on file so when we see similar roles or see skillsets that drive growth in organizations, we will always reach out to discuss opportunities.

This role doesn’t 100% suit my next professional move, can you help?

Yes. Even if this role isn’t a perfect match, applying allows us to understand your expertise and ambitions, ensuring you're on our radar for the right opportunity when it arises.

We also work in several ways, firstly we advertise our roles available on our site, however, often due to confidentiality we may not post all. We also work with clients who are more focused on skills and understanding what is required to future-proof their business.

That's why we recommend registering your resume so you can be considered for roles that have yet to be created.

Can you help with resume preparation, interviews, and offer negotiation?

Yes, we help with resume and interview preparation. From customized support on how to optimize your resume to interview preparation and compensation negotiations, we advocate for you throughout your next career move.