Relationship Manager

Relationship Manager Pay: $20.00–$30.00 per hour Job Type: Full-Time Benefits 401(k) + Matching (Available after 1 year) Paid Time Off Bonus & Quarterly Incentives (Available after 1 year) Career Pathway for Licensure (Series 7, 66, Insurance) (Available after 2 years) Position Summary We are seeking a proactive, highly organized, and detail-oriented Financial Relationship Manager to play a pivotal role in managing client relationships, coordinating internal workflows, supporting executive leadership, and ensuring operational excellence in a dynamic financial advisory firm. This hybrid position blends strategic planning, relationship cultivation, and office leadership into a single impactful role. The ideal candidate thrives in a fast-paced environment, demonstrates exceptional communication and multitasking skills, and has a passion for client service and process improvement.

Key Responsibilities

Client Relationship Management Serve as a primary point of contact for clients and prospects, delivering a high-touch, concierge-level service experience. Coordinate appointment scheduling, follow-ups, and proactive outreach via email and phone. Prepare client forms, financial summaries, and review documentation using CRM tools and planning software (e.g., Albridge Wealth Reporting, Wealthbox). Support all stages of the client lifecycle, including onboarding, account maintenance, and compliance documentation.

Executive & Strategic Support Act as a right-hand to the CEO to ensure seamless operational execution, calendar prioritization, and timely task follow-through. Manage executive email flow, meeting coordination, and high-priority action items. Collaborate with internal teams—operations, marketing, compliance—to streamline initiatives and ensure alignment with firm goals. Event & Marketing Coordination Plan and execute client events, seminars, webinars, and appreciation programs, including logistics, registration management, and post-event follow-up.

Support marketing initiatives in partnership with FMOs and marketing teams, including campaign coordination, compliance submissions, and social media content workflows. Required Skills & Qualifications Bachelor’s degree in Finance, Business, Economics, or a related field.

Experience

in financial planning support, client service, office administration, or a related professional environment. Exceptional ability to multitask, manage competing priorities, and solve problems independently. Strong written and verbal communication with a polished, client-first approach. Proficiency in Microsoft Office Suite and CRM systems; familiarity with financial planning tools.

Ability to pass background check and fingerprinting in accordance with federal regulations. Preferred Qualifications Prior experience in a wealth management, RIA, or financial advisory setting. Exposure to securities-related processes, investment documentation, or compliance workflows. Interest in pursuing Series 7, Series 66, and Insurance licensing (firm sponsorship available after 2 years).

Monday–Friday, 8-hour shifts Occasional weekend support for seminars or events In-person attendance required in Santa Barbara, CA Strong commitment to confidentiality, client privacy, and regulatory professionalism Who Thrives in This Role Enjoys client-facing work and operational leadership Wants long-term growth in financial services Works effectively in a dynamic, boutique advisory environment Brings initiative, accuracy, and reliability to daily workflow execution Join Our Mission Join our mission to deliver exceptional financial guidance and service in a dynamic, collaborative environment. Apply now to become our next Financial Relationship Manager. Seniority level Entry level Employment type Full-time Job function Sales and Business Development #J-18808-Ljbffr