Client Relationship Manager, Wealth Advisory

The role

You will be the right hand to a Managing Director, Wealth Advisor on a Focus Team working with Fortune 500 professionals. You will run the day-to-day of the practice, client engagements, and the end-to-end follow-up process.

What you will do

• Be the first stop for client requests including money movement, distributions, and account changes
• Escalate only what needs the advisor
• Prep across CRM, Black Diamond, and the Farther 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 and quarterly review materials
• Follow up on referrals and prospects
• Manage client events, budget, and COI relationships

Required qualifications

• Active Series 65 (or equivalent) license
• Several years in wealth management, RIA operations, or advisor support
• Comfortable with portfolio and CRM tools like Black Diamond and HubSpot
• Sound judgment
• A sharp eye for detail
• A warm, clear voice on the phone and in writing

Nice to have

• 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
• CFP coursework

Benefits

• Competitive comp package that rewards impact
• Full health benefits
• 401(k) matching
• Roth IRA options

About the company

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology. The founders are leaders and innovators from the private wealth industry.