More jobs:
HNW Relationship Manager | Wealth Advisory & Client
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-09-09
Listing for:
Beacon Pointe
Full Time
position Listed on 2026-09-09
Job specializations:
-
Management
Client Relationship Management, Wealth Management
Job Description & How to Apply Below
Beacon Pointe Advisors seeks a Relationship Manager in Dallas–Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and coordinating account setup and ongoing maintenance.
Responsibilities include client inquiries, meetings, onboarding tasks, and collaboration with wealth advisory and operations teams, using Salesforce and Tamarac; a four-year
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