Associate Relationship Manager (Wealth)

Associate Relationship Manager Salary: $115,000 - $140,000 per year. Job Overview The Associate Relationship Manager plays a critical role in supporting client relationships by managing the day-to‑day needs of clients. This position enables senior Relationship Managers to focus on client acquisition and long‑term relationship development. Success in this role is demonstrated through strong client service, attention to detail, and the ability to proactively manage multiple priorities while delivering a high‑quality client experience. Key Responsibilities Client & Prospect Engagement Lead and manage preparation for all client and prospect meetings Attend meetings, document key takeaways, and oversee follow‑up communication and next steps Coordinate pre‑meeting strategy sessions ("huddles") with internal teams to deliver tailored client presentations Partner with internal teams (Reporting, Portfolio Analysts, and Administrative staff) to review and validate client reports and materials Financial Planning & Analysis Oversee and perform data entry for financial plans, balance sheets, and client documentation using financial planning tools Review tax analysis reports and communicate key insights and recommendations to clients Develop and review implementation plans to ensure alignment with client goals and strategies Assist in the development of estate planning recommendations Utilize risk assessment tools to evaluate client risk tolerance and guide investment strategies Portfolio & Account Management Act as a central liaison between Relationship Managers, associates, and administrative teams to support client needs Monitor client portfolios and recommend asset allocation adjustments aligned with client objectives Provide proactive tax‑related support, collaborating with clients’ CPAs to ensure accurate and timely information sharing Serve as a liaison to the investment team, including identifying opportunities for private capital participation where appropriate Qualifications Bachelor’s degree required 5+ years of experience in investment management, portfolio construction, or wealth management 3+ years of client‑facing experience Willingness to pursue or obtain a CFP or similar professional certification Strong ability to analyze financial data and align investment strategies with client goals High level of technical proficiency, including advanced Excel skills Experience with financial platforms such as eMoney, Addepar, RedBlack, Salesforce, NetX360, or similar systems Core Competencies Professionalism & Integrity Maintains strict confidentiality and professionalism at all times. Demonstrates a positive attitude and respectful communication style. Builds trust and credibility with clients and colleagues. Emotional Intelligence & Communication Strong interpersonal skills with the ability to build relationships and adapt communication style. Effectively interprets and responds to client needs and emotions. Organization & Execution Highly organized with strong project management skills. Able to manage multiple priorities and deadlines without sacrificing quality. Self‑motivated with the ability to work both independently and collaboratively. Composure & Problem Solving Maintains a calm, solutions‑oriented approach in fast‑paced environments. Demonstrates sound judgment when navigating complex or high‑pressure situations. Adaptability & Reliability Flexible and responsive to changing priorities. Consistently dependable, prepared, and proactive. Compensation & Benefits This position offers a competitive compensation package, including a base salary and a comprehensive benefits program. Benefits include: Comprehensive Health Coverage: access to medical, dental, and vision insurance plans. Retirement Plans: 401(k) plans with company matching. Paid Time Off: generous vacation, sick leave, and holiday policies. Professional Development: opportunities for continuous learning and career growth through training programs and educational assistance. Wellness Programs: initiatives to support physical and mental well‑being, including gym memberships and wellness workshops. Flexible Work Arrangements: options for remote work and flexible schedules. Equal Opportunity Employer Jobot is an Equal Opportunity Employer. We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws. Jobot also prohibits harassment of applicants or employees based on any of these protected categories. It is Jobot’s policy to comply with all applicable federal, state and local laws respecting consideration of unemployment status in making hiring decisions. Background Checks Sometimes Jobot is required to perform background checks with your authorization. Jobot will consider qualified candidates with criminal histories in a manner consistent with any applicable federal, state, or local law regarding criminal backgrounds, including but not limited to the Los Angeles Fair Chance Initiative for Hiring and the San Francisco Fair Chance Ordinance. Privacy Policy Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. #J-18808-Ljbffr Jobot