Associate Relationship Manager

We are an independent, client‑focused financial services firm dedicated to helping individuals and families achieve clarity and confidence in their financial lives. Our team partners closely with clients to deliver thoughtful, personalized guidance across wealth planning, investment management, and long‑term financial strategy.

We believe strong relationships are the foundation of everything we do. Our advisors and support teams work collaboratively to provide a high‑touch experience built on trust, responsiveness, and attention to detail. By combining disciplined processes with a people‑first approach, we help clients navigate complex financial decisions with confidence.

Our culture values integrity, teamwork, and continuous improvement. We foster an environment where professionals are encouraged to grow, contribute ideas, and take pride in delivering exceptional service.

Meaningful client impact: Work closely with advisors to support long‑term client relationships and help deliver personalized financial solutions.

Collaborative environment: Be part of a supportive, team‑oriented culture where your contributions are recognized and valued.

Professional growth: Gain exposure to all aspects of the client relationship lifecycle with opportunities to build a long‑term career in wealth management.

Stability and purpose: Join a firm that prioritizes thoughtful planning, disciplined processes, and doing what’s best for clients.

Development and mentorship: Learn directly from experienced professionals and grow your skills in a structured, relationship‑focused role.

If you’re detail‑oriented, client‑driven, and motivated by building strong relationships, this role offers the opportunity to make a meaningful impact while growing your career in a respected, people‑first organization.

We’re Hiring:

Associate Relationship Manager

We are seeking an Associate Relationship Manager (ARM) who will work closely with our Relationship Management team. In this role, the ARM will support and collaborate with Relationship Managers to provide a first‑class experience to existing and prospective clients. The ARM will have direct client responsibility and must be able to maintain and cultivate strong networks with various functional teams within the firm, as well as with existing and prospective clients and their spheres of influence.
The successful candidate will have demonstrated experience in investment management and will be a self‑starter with a proactive mentality and growth mindset. The candidate should be highly professional and possess excellent communication skills. This is an entrepreneurial organization with a successful track record of delivering consistent long‑term investment results through high standards and accountability, and we are looking for someone enthusiastic about working in this environment.
There is opportunity to grow and succeed either within the Associate Relationship Manager role or along a defined trajectory toward becoming a Relationship Manager.

Responsibilities
The ultimate goal of this position is for the Associate Relationship Manager to assume comprehensive management of the day‑to‑day needs of the firm’s clients, allowing Relationship Managers to focus on client acquisition and retention.
Success in the role is demonstrated by the ability to perform the following:
Client and Prospect Meetings

Lead and manage preparation for all client meetings
Attend client meetings, prepare meeting summaries, and oversee follow‑up correspondence and next steps
Initiate pre‑meeting huddles, collaborating with internal teams to deliver tailored client‑facing reports and presentations
Collaborate with the Administrative Associate, Reporting Team, and IST Portfolio Analyst to review and verify client performance reports

Financial Planning

Perform and supervise data entry for eMoney financial plans, balance sheets, and other client forms
Review Holistiplan reports and communicate recommendations to clients
Create and review Implementation Plans to ensure strategies align with client goals
Assist in developing estate planning recommendations
Utilize Riskalyze with clients and prospects to assess risk tolerance

Day‑to‑Day and Account Oversight

Serve as liaison between Relationship Managers, Relationship Associates, and Administrative Associates for daily client management
Monitor portfolios and recommend asset allocation adjustments aligned with client objectives
Provide proactive tax‑related support in collaboration with clients’ CPAs
Serve as liaison to the investment team and suggest appropriate opportunities for client participation in Private Capital


Qualifications

Bachelor’s degree
5+ years of experience in investment management or portfolio construction
3+ years of client‑facing experience
Willingness to pursue CFP or other industry certification
Ability to interpret financial data, monitor portfolios, and recommend investment strategies aligned with client goals
Strong technology skills and proficiency
Advanced Excel skills
Proficiency with eMoney, Addepar, RedBlack, Box, Salesforce, and NetX360 strongly preferred (or experience with similar systems)


Competencies
While there are multiple ways to perform a role effectively, the following competencies are expected to contribute to success in this position:
Professional and Courteous

Maintains strict confidentiality
Interacts professionally and positively with clients and colleagues
Contributes positively to the team environment

Emotional Intelligence and Interpersonal Skills

Effectively reads and responds to interpersonal cues
Builds strong relationships through adaptability and awareness

Organized and Productive

Manages tasks and projects efficiently
Handles competing priorities without missing deadlines
Maintains a proactive, detail‑oriented approach

Calm Under Pressure

Performs effectively in a fast‑paced environment
Maintains service quality while problem‑solving new challenges

Adaptable and Reliable

Adjusts well to changing priorities
Shifts focus as needed throughout the day
Consistently arrives prepared and on time


Compensation
We offer a competitive compensation package, including a strong base salary and comprehensive benefits.

Company Overview
We are a boutique wealth management firm overseeing several billion dollars in Assets Under Advisement and continuing to grow. Built on integrity and a fiduciary standard of care, the firm attracts highly driven professionals who value long‑term client relationships and results. The culture emphasizes collaboration, diversity, excellence, and lifelong learning, creating an environment where motivated individuals can thrive.