Wealth Management Client Relationship Manager
$62,500–$87,500 year
On-site · Charlotte, North Carolina, United States or Cambridge, Massachusetts, United States
Job Summary
Wealth Management Client Relationship Manager partners with Wealth Management Advisors to deliver proactive client service and support high-net-worth clients. Responsibilities include leading advisory team efforts, coordinating financial plan implementation, asset consolidation, and fostering meaningful, long-term client relationships. Requires strong interpersonal skills, ability to communicate clearly, collaboration with cross-functional teams, and a demonstrated understanding of investment solutions and financial planning. Licenses/registrations (Series 7, 63, 65, or 66 and Life/Health Insurance) must be obtained within 120 days of start. 2+ years of financial services experience is expected; 3+ years preferred. The role emphasizes growth mindset, accountability, and delivering value through thoughtful planning and client-focused solutions.
Required Qualifications
- 2+ years financial services experience
- Series 7; Series 63; Series 65; Series 66 licenses
- Life and Health Insurance License (Resident State) - Multiple Issuers required within 120 Days
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