Relationship Manager I
$68,000–$80,000 year
HybridRockville, Maryland, United States
Job Summary
Oversee client experience delivery and service workflows to ensure commitments are executed with precision, acting as a liaison between clients and internal teams to resolve issues and enhance service. Partner with Wealth Advisors on client segmentation, strategic planning, and communication protocols while tracking satisfaction metrics and retention trends. Identify opportunities to deepen relationships through proactive outreach and support business development by assisting advisors in preparing for prospect meetings and onboarding new clients. Maintain a pulse on client needs to inform advisor strategy and firm initiatives. This role offers a clear career path to RM II and III with increasing strategic influence. Work Monday through Friday from 8AM to 5PM, with availability for early or late hours as needed.
Required Qualifications
- Strong understanding of wealth management processes and service models
- Proven ability to manage complex client relationships and resolve issues effectively
- Leadership and mentoring experience within a team environment
- Excellent communication, organizational, and problem-solving skills
- Proficiency in CRM systems and workflow management tools
- Strategic thinker and strong ability to influence and collaborate across teams
- Availability during standard business hours of Monday through Friday from 8AM to 5PM
- Ability to work early or late hours to meet business tasks and deadlines for external and internal client needs
- Ability to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period
- Ability to work in a professional office environment or a dedicated home office workspace
- Ability to routinely sit and stand for periods of time
- No heavy lifting over 10 lbs
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