Relationship Manager - Wealth Management Firm

Description
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.


Relationship Manager | Wealth Management | San Carlos| Hybrid; 2 Days onsite
Join a boutique wealth management firm known for personalized advice and long-term relationships with high-net-worth families. You’ll be part of a collaborative, client-first team that combines high-touch service with sophisticated investment expertise.
The firm offers a flexible hybrid schedule and supports ongoing education and credential growth.
Responsibilities

+ Serve as a key contact for clients, anticipating needs and delivering thoughtful service

+ Lead and refine the onboarding process for new clients

+ Support financial planning and meeting preparation

+ Open and service accounts across custodial platforms

+ Coordinate with custodians, CPAs, and attorneys

+ Manage cashiering, client records, a...