What are the responsibilities and job description for the Relationship Manager position at International Search Consultants?
Client Relationship Manager (RIA)
Location: Orange County
About the Role
A leading RIA is seeking a Client Relationship Manager to join its team. This position focuses on building and nurturing long-term client relationships while collaborating with portfolio management teams to deliver exceptional wealth management solutions.
The ideal candidate will bring expertise in financial planning, including multigenerational planning, philanthropy, pre-liquidity strategies, and fiduciary advisory, alongside a passion for client service and business development.
Key Responsibilities:
- Spearhead business development initiatives, contributing to the firm's growth.
- Serve as the primary contact for managing client relationships and providing exceptional service.
- Partner with Portfolio Managers to address client needs and develop tailored wealth planning strategies.
- Attend client and prospective client meetings and events to strengthen relationships.
- Act as a relationship liaison coordinating with external professionals such as estate attorneys and accountants to enhance the client experience.
Required Qualifications:
- Bachelor’s degree.
- 5-10 years of experience in wealth management
- Proven expertise in driving Business Development initiatives to include bringing in new clients through networking events, conferences, etc as well as transforming warm leads and referrals.
- Active Series 7 & 66 licenses.
- Entrepreneurial mindset with a focus on client outcomes.
Preferred Qualifications:
- Credentials such as CFP, CPWA, or CTFA (or willingness to obtain).
- Advanced degrees (MBA, CPA, or LLM).
- Series 24 license (or desire to obtain).
- Experience with platforms like Addepar, Salesforce, Schwab, and/or Fidelity.
Why Join?
This role offers an exciting opportunity to work with high-net-worth families, institutions, and foundations while contributing to the firm's mission of delivering exceptional client outcomes. The position is ideal for a proactive, detail-oriented professional ready to take their wealth management career to the next level.
