What are the responsibilities and job description for the Relationship Manager (Wealth) position at jobbot?
A bit about us : Company Overview
We are a boutique wealth management firm with $8B of Assets Under Advisement and growing. Built on integrity and a commitment to provide a fiduciary standard of care, our firm was founded by, and continues to attract, a world-class team of driven and dedicated individuals. Everything we do prioritizes our clients and employees. We have assembled an exceptional team that values relationships as well as results and have created an environment where motivated people flourish.
Our culture reflects a collaborative and diverse workforce driven by excellence and a commitment to lifelong learning. We deeply value our culture, and it is at the core of all that we do.
Why join us?
Comprehensive Health Coverage : Employees have access to medical, dental, and vision insurance plans.
Retirement Plans : There are options for 401(k) plans with company matching to help employees save for their future.
Paid Time Off : Generous vacation, sick leave, and holiday policies ensure employees can balance work and personal life.
Professional Development : Opportunities for continuous learning and career growth through training programs and educational assistance.
Wellness Programs : Initiatives to support physical and mental well-being, including gym memberships and wellness workshops.
Flexible Work Arrangements : Options for remote work and flexible schedules to accommodate different needs.
Job Details
We are seeking a proactive and experienced Wealth Advisor to provide holistic wealth management services to ultra-high-net-worth clients. This role requires expertise in guiding clients through complex financial decisions, addressing multi-generational needs, and preserving family legacies.
Who You Are
You might be the right fit if you :
Thrive in an environment built on trust, collaboration, and a strong, intentional culture.
Are passionate about helping clients navigate complex wealth decisions and define their legacy.
Enjoy working with entrepreneurs and understanding their unique challenges and opportunities.
Have the expertise and confidence to provide strategic financial guidance to high-net-worth individuals and families.
Key Responsibilities
Client Relationship Management – Serve as the primary point of contact, fostering deep and lasting relationships with clients across generations.
Wealth Management Expertise – Deliver tailored financial advice, including investment management, estate planning, tax strategies, and philanthropic guidance.
Family Governance – Support clients in developing decision-making structures, succession plans, and educational initiatives for next-generation family members.
Cross-Disciplinary Collaboration – Work closely with internal specialists and external advisors (attorneys, accountants, etc.) to create comprehensive financial solutions.
Client Service Excellence – Provide proactive, anticipatory service, regularly reviewing and refining financial plans to align with evolving client needs.
Growth & Business Development – Identify opportunities to deepen client relationships and attract new business through networking, referrals, and industry thought leadership.
Qualifications
Minimum of 8 years of experience in wealth management, financial advisory, or a related field, with a focus on ultra-high-net-worth clients.
Bachelor’s degree required.
Professional designations such as CFA, CFP, CPA, JD, or equivalent credentials are strongly preferred.
Expertise in investment strategies, tax optimization, estate planning, and philanthropy.
Strong understanding of multi-generational wealth management, family governance, and succession planning.
Exceptional communication and relationship management skills, with a track record of delivering high-touch client service.
Experience collaborating with multi-disciplinary teams to develop and execute client-centric financial strategies.
Salary : $170,000 - $300,000
