Relationship Manager

Relationship Manager $90000.00-115000.00 MESA, Arizona, 85201 Phoenix PHOENIX, Arizona, 85023 Senior Finance Analyst $90000.00-110000.00 Phoenix LENEXA, Kansas, 66215 General Cleaner $17.00/hr 08/03/2026 Des Moines Grand Junction, Iowa, 50107 Driver $18.00/hr 08/10/2026 Orlando HUDSON, Florida, 34667 KANSAS CITY, Kansas, 66115 Olathe LENEXA, Kansas, 66215 05/15/2026 Orlando ORLANDO, Florida, 32808 Diesel Technician / Equipment Mechanic $23.00/hr KANSAS CITY, Missouri, 64120 Custodian $16.00/hr 07/27/2026 Topeka TOPEKA, Kansas, 66607 Phoenix GLENDALE, Arizona, 85301 Electrician Journeyman $30.00/hr 07/27/2026 Las Vegas Loader/Unloader $23.00/hr Las Vegas Pivit West Melbourne, Florida, 32904 Operations Manager $70000.00-90000.00 Tucson Tucson, Arizona, 85746 Maintenance Technician $17.00/hr 07/23/2026 Topeka TOPEKA, Kansas, 66607 Warehouse Associate - Mid $17.00/hr 07/22/2026 Topeka VP of Governmental Relations and Military Affairs $90000.00-100000.00 Topeka Topeka, Kansas, 66608 Process Technician $21.56/hr Olathe LAWRENCE, Kansas, 66049 Process Technician $21.53/hr Olathe LAWRENCE, Kansas, 66049 Customer Service Representative $17.00/hr 07/28/2026 ServiceNow Consultant $100.00-150.00/hr Maintenance Manager-In-Training $30.00/hr Olathe KANSAS CITY, Missouri, 64126 Construction Skilled Tradesmen $23.00/hr 07/07/2026 Las Vegas Production Associate $21.22/hr KANSAS CITY, Missouri, 64126 Industrial Maintenance Technician $32.42/hr 07/20/2026 KANSAS CITY, Missouri, 64126 Production Associate $18.75/hr Olathe KANSAS CITY, Kansas, 66101 Warehouse Associate $17.00/hr 06/30/2026 Topeka Omaha IT Administrator II $55000.00-60000.00 Pivit Chanute, Kansas, 66720 Topeka TOPEKA, Kansas, 66614 Topeka TOPEKA, Kansas, 66614 Commercial Facilities Maintenance Technician $25.00/hr Las Vegas 06/22/2026 Topeka Topeka, Kansas, 66604 Mold Technician $26.65/hr Olathe LAWRENCE, Kansas, 66049 Tax Associate $65000.00-80000.00 LENEXA, Kansas, 66215 Tax Admin $45000.00-50000.00 06/03/2026 Lenexa, Kansas, 66215 Strategic Category Manager $120000-150000 Pivit West Melbourne, Florida, 32904 07/14/2026 Las Vegas Compliance Analyst $70000.00-85000.00 Phoenix MESA, Arizona, 85201 Topeka TOPEKA, Kansas, 66609 Outside Sales $18.00/hr Topeka TOPEKA, Kansas, 66609 Delivery Assistant $16.50/hr 05/04/2026 Topeka TOPEKA, Kansas, 66618 Head of Financial Planning $130,000 - 150,000 Phoenix MESA, Arizona, 85201 Logistics Specialist $24.00/hr 04/09/2026 Topeka TOPEKA, Kansas, 66608 Relationship Manager Share on Job Overview The Relationship Manager supports financial advisors by managing operational and administrative tasks that allow advisors to focus on client relationship-building and financial planning. This role takes ownership of client onboarding, account maintenance, and coordination across teams to deliver an efficient, client-centric experience while ensuring seamless operational execution. Key Performance Indicators (KPIs) Office AUM Goal – Set annually at office level Team Retention Rate: 98%+ SF Data Integrity – Office remains Growth Certified (data-only impact for RM) Primary Duties / Key Responsibilities Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts. Take ownership of day-to-day operational tasks, including processing account transactions, coordinating portfolio updates, and resolving client service requests in a timely and accurate manner. Collaborate with internal teams such as compliance, investment operations, and client service departments to ensure efficient execution of client activities. Maintain accurate client records, manage CRM data, and generate reports to support advisors in tracking client activity, portfolio performance, and service delivery. Cultivate and maintain strong relationships with clients, understanding their financial goals and preferences. Identify opportunities for client growth and new business. Stay informed on financial market trends and regulatory changes. Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures. Qualifications Bachelor’s degree in Finance, Economics, Business Administration, or a related field required. Series 65 license required. Working toward Certified Financial Planner (CFP®) designation may be preferred. Previous experience in a client-facing role within the financial services industry is highly desirable, particularly in wealth management, private banking, or investment advisory. Strong organizational, communication, and client relationship management skills. Ability to manage multiple priorities and execute tasks with accuracy and professionalism. About Pinnacle The Pinnacle Groups work hard to pair top talent with great companies. We truly care about your success and your future, which is why we take the time to truly get to know both the employer and employee to find the perfect match. We’re not just filling a seat, we’re building futures. Our service separates us from other staffing firms and has landed us on the Inc. 5000 list of fastest growing private companies in the U.S. three straight years (2023-2025). With headquarters centrally located in Kansas City, Pinnacle currently builds futures in eight states across the U.S. EOE Pinnacle provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any #J-18808-Ljbffr