Relationship Manager

Location: Mequon, WI | HybridCompensation: Competitive Compensation + BenefitsPosition Overview:Our client, an established and growing wealth management firm managing almost $1.5B in assets, is seeking an experienced Relationship Manager to join its collaborative team in Mequon, WI. This individual will work closely with Financial Advisors and Service Advisors to coordinate client relationships, deliver an exceptional client experience, and ensure that client needs and follow-up activities are handled accurately and efficiently. The Relationship Manager will serve as a primary point of contact for clients, manage meeting preparation and follow-through, coordinate responsibilities across the team, and support financial planning, investment, and insurance discussions. This role is ideal for someone who enjoys building meaningful client relationships, takes ownership of details, and thrives in a team-oriented environment.Key Responsibilities:Client Relationship Management & Service:Serve as a primary point of contact for client requests, questions, and ongoing service needsBuild and maintain strong client relationships through responsive, professional, and personalized serviceResolve routine client questions independently and appropriately delegate or escalate more complex mattersCoordinate client meeting schedules, ongoing relationship touchpoints, and appointments related to changing client needsProactively communicate with clients and internal team members to ensure timely follow-throughHelp create a seamless client experience while allowing advisors to focus on financial advice and relationship developmentFinancial Planning & Advisor Support:Partner closely with Financial Advisors and Service Advisors to support comprehensive financial planning and client relationship activitiesPrepare accurate and complete materials for client meetings, including agendas, notes, and investment and insurance proposalsParticipate in financial planning and investment meetings as neededProvide financial planning, investment, and insurance recommendations within applicable licensing requirements and compliance standardsHelp educate clients regarding investment and insurance plans, product features, and performanceDiscuss potential retirement account rollovers, relevant tax considerations, costs, and advisory fees within the authorized scope of the roleSupport advisors in identifying and addressing changing client circumstances and planning needsClient Meeting Coordination & Follow-Through:Coordinate meeting preparation and ensure advisors have the information and materials needed for productive client conversationsReview client case notes, identify next steps, and assign appropriate action itemsTrack outstanding responsibilities and ensure client commitments are completed accurately and on timeCollaborate with the operations team to coordinate client requests and follow-up activitiesDocument meeting discussions and prepare follow-up communications as appropriateMaintain organized client files, correspondence, performance reports, account forms, and related documentationTeam Collaboration & Business Support:Work collaboratively with advisors, service professionals, and operations team members to ensure consistent service deliveryFollow up on prospective client opportunities and coordinate transitions to the operations team once clients confirm next stepsMaintain accurate records and support effective communication across the teamIdentify opportunities to improve coordination, efficiency, and the overall client experienceStay informed on financial markets, economic developments, industry trends, and relevant compliance requirementsMaintain a high standard of professionalism, accuracy, and accountability across all responsibilitiesQualifications:Minimum of 3 years of financial planning experienceSeries 6 and Series 63 securities highly preferred; must get within 6 months upon hireLife and health insurance licenses preferredStrong understanding of financial planning concepts, investments, insurance products, and client relationship managementExcellent written and verbal communication skills with the ability to explain financial concepts clearly and confidentlyStrong problem-solving skills and a proactive, solutions-oriented approach to client serviceExceptional organizational skills, attention to detail, and consistent follow-throughAbility to manage competing priorities and coordinate multiple client requests efficientlyStrong interpersonal skills and the ability to build trust with clients, advisors, and colleaguesCollaborative mindset and comfort working within a close-knit, team-oriented environmentPositive, professional attitude with a strong commitment to delivering an exceptional client experienceWhat We're Looking For:The ideal candidate is a relationship-focused financial services professional who enjoys working directly with clients while keeping the many details of a wealth management practice organized and moving forward. This individual is proactive, dependable, and comfortable taking ownership of client needs from initial request through resolution. They will have the ability to balance client communication, financial planning support, meeting coordination, and operational follow-through while maintaining a consistently high standard of service. Just as importantly, this person values teamwork, communicates effectively, and enjoys contributing to a collaborative environment where everyone works together to support clients and the firm's continued success.