Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Relationship Manager - Client Onboarding & Ops

United Capital Financial Advisors, LLC

United Capital Financial Advisors, LLC in Evansville, IN, is seeking a Relationship Manager to work closely with a Managing Director and Wealth Advisors, delivering high-touch client experiences and supporting advisor productivity. This role emphasizes detail orientation, money movement, account maintenance, and operational execution. You will collaborate across custodians and internal tools to ensure accuracy and timely client service. #J-18808-Ljbffr United Capital Financial Advisors, LLC

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager - Client Onboarding & Ops in Evansville, IN vacancy
  • $70k - $90k

     ...Job Description Job Description Insurance Job : Commercial Lines Account Manager | Commercial Lines Account Executive | Commercial Client Manager Salary: $70-90K  Location: Evansville, Indiana Our Evansville, IN based insurance firm is seeking an experienced... 
    Suggested
    Work at office

    APR

    Evansville, IN
    4 days ago
  • As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while...  ...communication Support client onboarding, account maintenance, money movement... 
    Suggested
    Work at office

    United Capital Financial Advisors, LLC

    Evansville, IN
    1 day ago
  • Provide life insurance and financial protection solutions to families and individuals Educate clients on policies that prevent financial disaster during times of loss Manage your own book of business through virtual appointments - Use our proven internal blueprint and... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Evansville, IN
    4 days ago
  •  ...of life insurance and basic financial literacy ◾Conduct virtual client meetings using warm, pre-qualified leads (no cold calling) ◾Provide...  ...recommendations that meet each family's needs ◾Build and manage your own client portfolio with guidance from experienced mentors... 
    Suggested
    Full time

    Globe Life: Moore Organizations

    Evansville, IN
    13 hours ago
  • $77.9k - $153k

     ...National Bank has been serving clients and communities since 1834. With...  ...currently seeking a Portfolio Manager that will collaborate with other disciplines within Wealth Management to develop and retain high net worth client relationships through the delivery of an exceptional... 
    Suggested
    Work experience placement
    Work at office
    Local area

    Old National Bank

    Evansville, IN
    1 day ago
  • $75k - $100k

     ...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term...  ...learn new ones “I can succeed as a Wealth Management Consultant at Capital Group.” As one...  ...American Funds Distributions presence, relationships and business results with key firms. You... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Capital Group

    Evansville, IN
    13 hours ago
  • $50k - $60k

     ...we're looking for an Account Manager who can help our existing...  ...someone who enjoys building relationships, solving problems, and selling...  ...directly with our existing clients through proactive outbound calls...  ...Work closely with VIV's onboarding, support, marketing, and production... 
    Local area

    VIV

    Evansville, IN
    8 days ago
  •  ...are operated in accordance with the Owners goals. Develops and maintains Tenant and Vendor relationships at assigned properties.Duties and Responsibilities: The Property Manager is responsible for the overall operation and management of assigned properties in accordance... 
    Local area

    Regency Commercial Associates

    Evansville, IN
    4 days ago
  • The Relationship Manager (RM) is responsible for the operational oversight of an assigned client caseload and census within the branch. This role governs staffing, recruiting, scheduling, and relationship management to ensure patients are appropriately served and coverage... 
    Work at office
    Local area
    Shift work

    Together Homecare of Evansville LLC

    Evansville, IN
    13 hours ago
  •  ...credit union history, philosophy, organization, bylaws, and operational procedures. Any other duties assigned by supervisors or management. Benefits and Compensation: ~ Paid Holidays ~ Paid Time Off (Vacation, Sick and Personal Days) ~ Medical, Dental... 
    Temporary work
    Work at office

    Liberty Federal Credit Union

    Evansville, IN
    3 days ago
  •  ...healthcare professionals through fostering relationships within medical facilities. With...  ...Uncapped Monthly Bonus Incentives Extensive onboarding & training program Who We Are At...  ...loved one. Partner with hospital case managers and physicians to create a smooth pre-admission... 
    Full time
    Monday to Friday

    Select Medical

    Evansville, IN
    13 hours ago
  • $162k - $184.5k

     ...new world happen. WWT's work benefits clients and partners as much as it does its people...  ...success is enabled by our world-class management consulting, delivery excellence and...  ...programs, build and strengthen client relationships, and grow our footprint in key accounts... 
    Full time
    Contract work
    Shift work

    World Wide Technology

    Evansville, IN
    1 day ago
  •  ...Financial Group is seeking a results-oriented Wealth Management Consultant to join our team. In this position, you will engage with clients to understand their financial objectives...  ...service and fostering long-term client relationships. If you are driven by results and have a... 

    WealthBridge Financial Group

    Evansville, IN
    4 days ago
  • A leading HR consultancy in Evansville, IN is seeking an experienced Customer Service / Account Manager to enhance team performance and improve customer relations. The ideal candidate will have management experience and strong customer service skills. Responsibilities include... 
    Full time

    HR Solutions, Inc.

    Evansville, IN
    1 day ago
  • $58.01k

     ...refreshing new chapter starts here! Job Overview The Sales Account Manager (SAM) is responsible for managing the sales growth in their assigned portfolio of accounts. Through proficient customer relationship skills and fact-based selling, the Sales Account Manager's goal... 
    Work experience placement
    Weekend work

    Coca-Cola Bottling Co. Consolidated

    Evansville, IN
    1 day ago
  • Stoneridgeequine in Evansville, IN is seeking a dedicated Veterinary Hospital Manager to lead a passionate team and drive operational excellence. In this role, you will ensure daily hospital operations run smoothly, while maintaining our commitment to high-quality veterinary... 

    Stoneridgeequine

    Evansville, IN
    2 hours ago
  • $65k - $75k

     ...Description Sales Enablement & Development Manager Evansville, IN | Full-Time | On-Site...  ...businesses succeed through strong relationships, responsive service, and effective payment...  ...team. Recruit, interview, hire, and onboard new team members as needed. Hold employees... 
    Full time
    Work at office
    Remote work

    Evolv

    Evansville, IN
    14 days ago
  •  ...collaborating with SDRs, strategists and leadership on high value deals. This consultative closer role rewards a confident communicator who excels in virtual selling, deep discovery and managing multi-step sales cycles across multiple decision makers. #J-18808-Ljbffr
    Remote work

    Blacksmith Agency LLC

    Evansville, IN
    1 day ago
  •  ...Key Account Manager LG Chem Uniseal is seeking an experienced Key Account Manager to lead and grow strategic automotive OEM and...  ...customers and is responsible for developing long-term customer relationships, driving profitable growth, managing commercial activities, and... 
    Full time
    Contract work
    Work at office
    Local area

    LG Chem

    Evansville, IN
    3 days ago
  •  ...restoration inspections (training provided) Educate homeowners on damage, solutions, and project scope Guide clients through insurance claims when applicable Manage the entire sales cycle from first contact to signed contract Maintain consistent follow-up and... 
    Hourly pay
    Full time
    Contract work
    Temporary work

    Upright Restoration

    Evansville, IN
    7 days ago
  • Woods and Woods LLC is seeking a Veterans Benefits Case Manager to deliver world class client service in a legal setting. You will manage client communications, assist with claim handling, and ensure timely updates in Litify while maintaining confidentiality of privileged... 
    Full time
    Work at office

    Woods and Woods LLC

    Evansville, IN
    1 day ago
  •  ...advancement and additional earning power once established in the region.We are seeking a results-driven Technical Account Manager to manage and grow relationships with industrial customers. This role combines account management, technical support, and business development to... 

    CyberCoders

    Evansville, IN
    3 days ago
  • $20.87 per hour

     ...Veteran Liaison Officer is responsible for addressing all Veteran clients’ concerns, disputes, scheduling requests, and issues that may...  ...for this position. If selected to advance following Hiring Manager review, you will be required to successfully complete a Spanish... 
    Full time
    Contract work
    Currently hiring
    Remote work
    Work from home
    Home office
    Monday to Friday

    Maximus

    Evansville, IN
    13 hours ago
  • $15 - $16 per hour

     ...updates to member's accounts. Respond to member questions and concerns in a timely and professional manner and elevate to Assistant Manager or Manager as needed. Assist in maintaining the neatness and cleanliness of the club. Close shift for that business day.... 
    Hourly pay
    Contract work
    Part time
    Local area
    Immediate start
    Shift work
    Night shift
    Day shift

    Planet Fitness

    Evansville, IN
    1 day ago
  • Coca-Cola Bottling Co. Consolidated is seeking a Sales Account Manager in Evansville to drive sales growth across assigned accounts. You will rely on solid relationship-building and data-driven selling to meet annual objectives and support the company’s growth strategy... 

    Coca-Cola Bottling Co. Consolidated

    Evansville, IN
    1 day ago
  • Delivering exceptional customer service that goes above and beyond. Responding to customer inquiries and concerns promptly and effectively. Navigating the sales cycle, from initial contact to closing the deal. Staying up-to-date with current policies to provide...
    Full time

    Zuzick Organization of Globe Life

    Evansville, IN
    1 day ago
  • $17 - $29.75 per hour

     ...Relationship BankerOld National Bank has been serving clients and communities since 1834. With over $70 billion in total assets...  ...-up, and ongoing relationship management.Identify opportunities to...  ...Bankers are expected to complete onboarding and learning requirements and demonstrate... 

    Old National Bank

    Evansville, IN
    5 days ago
  •  ...insurance remotely. Contact warm leads by phone and video, assess each client's coverage needs, present suitable policies and close sales...  ...help 2–5 new agents reach their first-90-day sales goals. # Manage the pipeline and CRM. Log every contact, follow-up and application... 
    Remote job
    Full time

    Fisher Organization

    Evansville, IN
    4 days ago
  • $12.24 per hour

    Evansville Vanderburgh School Corporation is seeking a Media Center Assistant for a long-term assignment at Oak Hill K6. The role supports students, teachers, and staff by maintaining an organized media center and promoting literacy. The position runs five days per week...
    Hourly pay

    Evansville Vanderburgh School Corporation

    Evansville, IN
    2 days ago
  • $12.24 per hour

     ...students during media center classes by assisting with classroom management and fostering a positive, respectful learning environment...  ...support their growth, development, and success. Build positive relationships with students and encourage them to reach their full... 
    Temporary work
    Summer holiday

    Evansville Vanderburgh School Corporation

    Evansville, IN
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Relationship Manager - Client Onboarding & Ops. Be the first to apply!