Client Relationship Manager, Wealth Advisory

Company Description

The company is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.

The company’s founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise. We’re backed by top-tier venture capital firms, fintech investors, and industry leaders.

Joining the company means joining a collaborative team of entrepreneurs who are passionate about helping their clients and our teammates achieve more. If you’re the type who breaks through walls to get things done the right way, we want to build the future of wealth management with you.

The Role

You'll be the right hand to a Managing Director, Wealth Advisor on the company's Focus Team who works with Fortune 500 professionals. You run the day-to-day of the practice, so clients feel looked after and your advisor can focus on advice and growth.

This is a licensed seat with real ownership. You'll run the day-to-day practice, client engagements, and the end-to-end follow-up process, including client follow-up and routing of action items and tasks to appropriate teams.

Your Impact

• Be the first stop for client requests, from money movement and distributions to account changes, and escalate only what needs the advisor

• Own the meeting rhythm: prep across our CRM, Black Diamond, and the company app, log notes, and route follow-ups

• Run weekly account reviews, trading and cash checks, asset transfers, RMDs, and Roth conversions

• Keep relationships warm with touchpoint tracking, quarterly review materials, and timely follow-up on referrals and prospects

• Manage the practice behind the scenes: client events, budget, and COI relationships

The Ideal Match

• Active Series 65 (or equivalent) license

• Several years in wealth management, RIA operations, or advisor support, ideally with high-net-worth clients

• Comfortable with portfolio and CRM tools like Black Diamond and HubSpot

• Sound judgment, a sharp eye for detail, and a warm, clear voice on the phone and in writing

Bonus Points

• Familiarity with equity compensation and corporate benefits

• Experience with financial planning concepts for high net worth individuals including investment strategy, tax optimization, retirement planning, estate etc.

• Client/prospect business development experience including events, gifting, sales calls, etc.

• Series 7 or 63, or CFP coursework

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

Ready to disrupt wealth management? Let's talk!