This
Relationship Manager role is a
designed pathway for experienced professionals who are purposefully transitioning into the wealth management industry. It is not an entry-level finance position - it is an
accelerated development opportunity for disciplined, client-oriented professionals who want to become a
Wealth Advisor and are willing to invest in their growth.
Unlike other opportunities where you may be asked to 'start over', the
Relationship Manager position is for individuals who are ready to apply what they already know about people, trust and communication and pair it with financial planning and investment expertise to build a meaningful second (or third) career. You'll be supported by a structured, multi-year development model, mentorship from senior advisors, and real-world client exposure - all while earning a highly competitive salary.
Who We're Looking ForThis role is ideal for professionals with
10+ years of experience in client-facing or leadership environments who are ready to pivot into wealth advisory work.
- Common backgrounds include, but are not limited to:
- Healthcare or therapy professionals
- Educators or administrators
- Professional services or consulting
- Sales or relationship management roles
- Mid-level leaders seeking a long-term advisory career
- We are looking for individuals who:
- Excel in high-touch client relationships
- Communicate clearly and professionally
- Take ownership of outcomes
- Are intellectually curious and coachable
- Are committed to continuous learning outside of working hours
Core Competencies We Value- Interpersonal effectiveness and trust-building
- Strong written and verbal communication
- Critical thinking and adaptability
- Personal accountability and self-awareness
What We Provide- Explicit career path toward becoming a Wealth Advisor
- Accelerated development timeline compared to traditional routes
- Hands-on client exposure early in your tenure
- Firm-sponsored education and training
- Revenue sharing upside as you progress
- Compensation increases as you progress into advanced roles
- Revenue participation aligned with advisor roles over time
The Developmental Path (High Level)- Client Operations Administrator (6 months)
- Execute administrative/document preparation requests from advisory teams in a timely manner to meet client expectations.
- Management of client accounts and households through internal reporting system.
- Send documents to clients and follow up as needed.
- Ensure compliance policies are being completed, including the sourcing of supporting documents.
- Client Coordinator (12 months)
- Coordinate client meetings through scheduling, preparation and recording of notes.
- Respond to client requests in a timely manner, tracking interactions in CRM.
- Communicate timing expectations with clients for all deliverables/follow ups.
- Support Advisors in maintaining communication with prospects and existing clients.
- Lead weekly Advisor check-in meetings..
- Financial Planner (18-24 months)
- Work alongside advisory team and third-party professionals to deliver comprehensive financial planning, including in-depth reviews of cash flow planning, insurance policies and/or estate documents.
- Provide advisory team with updates on current financial planning news and changes.
- Develop comprehensive financial plans for high net worth clients, utilizing proficiency with eMoney.
