Client Relationship Manager, Wealth Advisory

This is a fully remote position, open to applicants in United States.

📋 Description

• Act as the primary support to a Managing Director and Wealth Advisor on Farther's Focus Team dedicated to Fortune 500 professionals.

• Oversee daily operations to ensure clients are well cared for, allowing the advisor to concentrate on providing advice and driving growth.

• Manage client interactions and the comprehensive follow-up process.

• Serve as the initial point of contact for client inquiries, including fund transfers, distributions, and modifications to accounts.

• Elevate issues that require the advisor’s intervention.

• Prepare for meetings utilizing the CRM, Black Diamond, and Farther app.

• Document notes and assign follow-ups and tasks to the relevant teams.

• Conduct weekly account reviews, including trading and cash checks, asset transfers, Required Minimum Distributions (RMDs), and Roth conversions.

• Monitor client interactions, prepare materials for quarterly reviews, and follow up on referrals and potential clients.

• Organize client events, manage budgets, and maintain relationships with Centers of Influence (COIs).

⛳️ Requirements

• Possession of an active Series 65 license (or equivalent).

• Several years of experience in wealth management, RIA operations, or as advisor support, particularly with high-net-worth clients.

• Proficient in portfolio management and CRM tools such as Black Diamond and HubSpot.

• Demonstrated sound judgment, keen attention to detail, and a warm, articulate communication style both over the phone and in writing.

• Knowledge of equity compensation and corporate benefits.

• Familiarity with financial planning concepts for high-net-worth individuals, including investment strategies, tax optimization, retirement planning, and estate planning.

• Experience in client/prospect business development, including hosting events, gifting, and conducting sales calls.

• Series 7 or 63 licenses, or completion of CFP coursework.

🏝️ Benefits

• Competitive compensation package that recognizes and rewards significant contributions.

• Comprehensive health benefits.

• 401(k) matching program.

• Roth IRA options available.

• Collaborate with some of the most talented professionals in fintech.

• A unique opportunity to be part of a rapidly growing startup.

• Opportunity to define your own career growth trajectory as the company expands.