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

Wealth Relationship Manager: Client & Advisor Support

Apollon Wealth Management, LLC

Apollon Wealth Management, LLC in Columbus, Ohio is seeking a Relationship Manager to enhance wealth management services for clients. The role involves close collaboration with financial advisors and clients, ensuring financial needs are met through exceptional support. Ideal candidates will have a minimum of three years of experience in the industry, familiarity with Salesforce, and knowledge of custodial platforms. A focus on client confidentiality and maintaining regulatory compliance is essential. #J-18808-Ljbffr Apollon Wealth Management, LLC

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Wealth Relationship Manager: Client & Advisor Support in Columbus, OH vacancy
  • Apollon Wealth Management in Columbus, Ohio is looking for a Relationship Manager to deliver top-notch wealth management services. This role involves supporting financial advisors, managing client accounts, and ensuring compliance with regulatory standards. The ideal candidate... 
    Suggested

    Apollon Wealth Management

    Columbus, OH
    5 days ago
  •  ...Client Service Representative Responsible for external support to clients for an assigned book of business, ensuring service...  ...while building long term relationships with our clients. Target Book...  ...deadlines and escalation needs. Manage client renewal process ensuring... 
    Suggested
    Work experience placement
    Work at office

    Hylant

    Columbus, OH
    3 days ago
  • $90.3k - $165.4k

     ...side with a range of clients from our most...  ...and Capital Markets, Wealth and Asset Management, Insurance, and Real...  ...contribute - building new relationships and discovering the...  ...function as a trusted advisor and role model for...  ...Scope of Services Support the acquisition of... 
    Suggested
    Summer holiday
    Flexible hours

    EY

    Columbus, OH
    4 days ago
  •  ...Representative in Columbus, Ohio, to develop and maintain a quality Agent client base. This role involves administering marketing programs targeting prospective agents and ensuring ongoing support for existing customers. The ideal candidate will have 2-5 years of... 
    Suggested

    Ardán®

    Columbus, OH
    2 days ago
  •  ...JPMorgan Asset Management (JPMAM) helps institutional and individual clients from around the globe meet their...  ...As an Internal Client Advisor within our financial...  ...Develop strong relationships with top-tier clients...  ...reimbursement, mental health support, financial coaching and... 
    Suggested

    Aumni

    Columbus, OH
    2 days ago
  •  ...Internal Client Advisor Retirement Plan Specialist JPMorgan Asset Management provides investment management...  ...and advance sales Supporting external sales team...  ...developing and maintaining relationships Ability to multi-...  ...J.P. Morgan Asset & Wealth Management delivers... 
    Worldwide

    Chase

    Columbus, OH
    5 days ago
  • $65k

    Asset Management - Internal Client Advisor - Associate Columbus, OH, United States Job...  ...Sales Business Unit Asset & Wealth Management Posting Date...  ...plans and maintaining relationships Proven success with multi...  ..., mental health support, financial coaching and more... 
    Full time

    Aumni

    Columbus, OH
    4 days ago
  • Overview JPMorgan Asset Management provides investment...  ..., and the NY State Advisor-Guided 529 Plan to individual...  ...As an Internal Client Advisor Retirement...  ...opportunities and advance sales Supporting external sales team...  ...and maintaining relationships Ability to multi-task... 
    Worldwide

    JPMorgan Chase & Co.

    Columbus, OH
    1 day ago
  • JPMorgan Asset Management (JPMAM) helps institutional...  ...and individual clients from around the...  ...Internal Client Advisor within our...  ...Develop strong relationships with top‑tier clients...  ...reimbursement, mental health support, and financial...  .... Morgan Asset & Wealth Management... 

    JPMorganChase

    Columbus, OH
    2 days ago
  •  ...Product Specialist The Client Specialist is a sophisticated wealth expert that...  ...experience in wealth management and effectively...  ...engage with other advisors on client engagement...  ...deepening existing wealth relationships with high net...  ..., mental health support, financial... 

    Chase

    Columbus, OH
    2 days ago
  • Overview J.P. Morgan Wealth Management - Private Client Advisor - Community Center - Columbus, Ohio (Northern Lights) Join...  ...guidance to individuals and families, supporting community engagement, and fostering client relationships through a broad investment product and... 
    Full time
    Local area

    JPMorganChase

    Columbus, OH
    1 day ago
  • Associate Director - Client Growth Partner (IT Consulting...  ...table for AI" in the managed account(s) in...  ...partnership with AI for Change advisors and capability leads....  ...heads and build warm relationships. AI fluency in an...  ...earns their trust and support. Low ego, high accountability... 
    Full time

    Nagarro

    Columbus, OH
    3 days ago
  • Pluto Healthcare in Columbus, Ohio, is seeking a Candidate Relationship Manager to provide ongoing support for healthcare professionals during their assignments. The role involves proactive communication, conflict resolution, and retention strategies, focusing on building... 

    Pluto Healthcare

    Columbus, OH
    3 days ago
  •  ...JPMorgan Asset Management (JPMAM) helps institutional...  ...and individual clients from around the...  ...Internal Client Advisor within our...  ...Develop strong relationships with top-tier clients...  ...reimbursement, mental health support, financial...  .... Morgan Asset & Wealth Management... 

    JPMorgan Chase & Co.

    Columbus, OH
    more than 2 months ago
  • $73.8k - $182.6k

     ...The Agency team supports all of Accenture media relations – across geographies, industries...  ...priorities. Collaborate with team members, client engagement teams and other relevant...  ...organizational skills, with ability to successfully manage multiple assignments simultaneously while... 
    For contractors
    Live in
    Local area

    Accenture

    Columbus, OH
    2 days ago
  •  ...Title: Relationship Manager Reports to: Vice President of Commercial Services Supervises: None Status: Exempt Objective The Relationship Manager...  ...with related departments and branches and provides support as needed Assists Business Development personnel and provides... 
    Work experience placement

    Construction Association of Michigan

    Columbus, OH
    3 days ago
  • Northwest-Bank is seeking a Portfolio Management Specialist in Columbus, Ohio. This role involves providing administrative support to Retail Small Business leadership, focusing...  ...with regulations, and supporting relationship managers. Candidates should possess a high... 

    Northwest-Bank

    Columbus, OH
    4 days ago
  •  ...responsibilities Champion and support your teammates' success...  ...solutions to your clients by relying on leadership and relationship‑building skills. This will...  ...focus on relationship management, not portfolio management...  ...2 years in a Financial Advisor role or equivalent financial... 

    JPMorganChase

    New Albany, OH
    3 days ago
  •  ...commitment to deliver an unparalleled client experience. With clients at...  .... STC has an open Project Manager position dedicated to a...  ...members as they come aboard. Support other groups as needs arise....  ...a team environment and build relationships Proficiency in scheduling tools... 

    Securitas Technology

    Columbus, OH
    1 day ago
  • $132.8k - $151.6k

     ...Manager, Client Development Affiliate Marketing, Capital One Ad Solutions (Remote) Capital...  ...and grow your book of business Teach, support, and train agencies and industry partners...  ...in taking full ownership of client relationships and the ability to partner with internal... 
    Full time
    Part time
    Local area
    Remote work

    Comfort Systems USA

    Columbus, OH
    3 days ago
  • Debbie Montgomery - State Farm Agent seeks an Account Manager to enhance customer relations and support our agency operations in Westerville, Ohio. You will drive agency growth through proactive engagement with customers and address their insurance needs by recommending... 

    Debbie Montgomery - State Farm Agent

    Westerville, OH
    5 days ago
  • Client Accounting Services Supervisor Who: An experienced accounting professional with 5–7 years...  ...What: Oversee daily accounting operations, manage month-end close, review team work, provide advisory services, and support financial reporting and analysis. When: Full... 
    Full time
    Work at office
    Immediate start

    NorthPoint Search Group Inc

    Columbus, OH
    2 days ago
  •  ...Relationship Manager Reports to: Wealth Management Advisor Status: Exempt As a Relationship Manager at Apollon Wealth Management...  ...services to our valued clients and financial advisors. You will...  ...client meetings and provide valuable support to advisors by gathering... 

    Apollon Wealth Management, LLC

    Columbus, OH
    2 days ago
  •  ...colleagues who provide service and sales support for Commercial Property and...  ...Huntington Insurance. The leader drives client retention efforts and manages all activities for the functions/...  ...technical staff and developing relationships with Sales leaders and producers.... 
    Work at office
    Remote work
    Flexible hours

    Huntington National Bank

    Columbus, OH
    3 days ago
  • $100k

     ...URGENT HIRING: Spa & Aesthetics Sales Manager (Client Experience) $100K+ Earning Potential | Luxury Spa & Wellness...  ...monthly revenue goals Foster long-term client relationships to drive loyalty and retention Lead, coach, and support the front desk team to meet sales and service... 
    Full time
    Part time
    Immediate start
    Flexible hours
    Weekend work

    Dermafix Spa

    Columbus, OH
    2 days ago
  • $15 per hour

     ...‑time opportunities, you'll find a supportive, fun, and team‑oriented environment...  ...Customer Engagement and Active Listening Relationship Building and Client Follow‑Up Consultative Selling and...  ...Organizational Skills and Time Management Problem Solving and Goal... 
    Hourly pay
    Full time
    Part time
    Local area
    Flexible hours
    Afternoon shift

    Bob's Discount Furniture

    Columbus, OH
    4 days ago
  •  ...engaged in their care and empowering them to manage their health and treatment at home....  ...value your expertiseMileage reimbursement support provided for rural travelComprehensive...  ...do:Identify, develop, and grow referral relationships within hospitals, physician clinics, and... 
    Work at office
    Local area

    Rotech Healthcare

    Columbus, OH
    4 hours ago
  • JPMorganChase is seeking an Internal Client Advisor in Columbus, OH. You will assist financial advisors with marketing investments, provide exceptional client service, and achieve sales goals. This role requires a Bachelor's degree, over 2 years of experience, and Series... 

    JPMorganChase

    Columbus, OH
    2 days ago
  • TwinThread is seeking an Internal Client Advisor based in Columbus, Ohio. In this role, you will assist financial advisors, manage client relationships, and utilize technological tools while demonstrating strong communication skills. A Bachelor's degree, over 2 years of... 

    Aumni

    Columbus, OH
    4 days ago
  • $105k - $115k

     ...years of innovation and client commitment. As part of...  ...ServiceNow Engagement Manager leads client‑facing...  ...ownership with pre‑sales support, including solutioning...  ...serving as a trusted advisor to clients. Up to 25%...  ...customer Develop successful relationships with team members,... 
    Remote work
    Flexible hours

    Myriad360

    Columbus, OH
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Relationship Manager: Client & Advisor Support. Be the first to apply!