Relationship Manager, Commercial

The Role: Relationship Manager (RM) 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 supporting advisor productivity and growth. This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture. You will serve as a trusted execution partner to Advisors, owning money movement, account maintenance, and client operational workflows. You will act as a coordinator across custodians, planning tools, and internal systems to ensure accuracy, responsiveness, and an exceptional client experience. • Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience • Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation • Research and help resolve complex client service and operational matters • Participate in financial planning support, pipeline tracking, and client review preparation • Gain exposure to advisor workflows, planning conversations, and long-term relationship management • Collaborate with advisors and office leadership to support operational capacity across teams when needed Minimum of 3 years of financial services experience • Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles • Ability to manage multiple priorities in a fast-paced, client-driven environment • Strong operational and administrative support skills with the ability to anticipate advisor and client needs • Ability to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving priorities • Willingness to work in an office environment 5 days/week • Bachelor’s degree in Finance, Accounting, Economics, or related field • Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred • Familiarity with Schwab and Fidelity custodial platforms Medical, dental, vision, life, and disability insurance • Generous paid time off, holidays, and parental leave • Retirement plan with company match • Ready to Build a Career in Wealth Management? Apply today and take the next step in your career with United Capital Financial Advisors. All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.