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Relationship Manager
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-08-28
Listing for:
Selby Jennings
Full Time
position Listed on 2026-08-28
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Analyst, Financial Advisor / Consultant
Job Description & How to Apply Below
- Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
- Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
- Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
- Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
- Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
- Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
- Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
- Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
- CFP®, CPA, or progress toward a professional financial designation is highly regarded.
- Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
- Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
- Strong analytical, organizational, and client relationship management skills.
- Ability to communicate complex financial concepts in a clear and client-friendly manner.
- Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
- Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
- Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
- Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
- Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
- Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
- Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.
- Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
- Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
- CFP®, CPA, or progress toward a professional financial designation is highly regarded.
- Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
- Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
- Strong analytical, organizational, and client relationship management skills.
- Ability to communicate complex financial concepts in a clear and client-friendly manner.
- Experience working directly with affluent individuals, families, executives, or business owners.
- Exposure to comprehensive financial planning, investment consulting, and portfolio reporting.
- Proven ability to manage multiple client relationships while maintaining a high level of accuracy and responsiveness.
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