UHNW Client Relations Manager
Listed on 2026-10-06
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Management
Portfolio & Asset Management, Wealth Management, Client Relationship Management
One Ascent Holdings LLC in Birmingham, AL seeks an Investment Advisor Support professional to act as the primary day-to-day contact for investment-related service requests and onboarding. You will coordinate with custodians, prepare reviews, and assist the Investment Advisor with portfolio updates and modeling.
The role requires 3–5+ years in private wealth or family-office environments, experience with custodians (Schwab preferred), and proficiency with Orion/Black Diamond/Addepar and
Our group is growing, and we are hiring a UHNW Client Relations Manager in Birmingham, AL, United States.
Join us at ONEASCENT HOLDINGS LLC as our next UHNW Client Relations Manager in Birmingham, AL, United States.
We are currently recruiting a UHNW Client Relations Manager for our team in Birmingham, AL, United States.
This is a genuine opening to take on the UHNW Client Relations Manager role at ONEASCENT HOLDINGS LLC.
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