More jobs:
Remote Relationship Manager, Wealth & Client
Remote / Online - Candidates ideally in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2026-01-08
Portland, Cumberland County, Maine, 04122, USA
Listing for:
Apollon Wealth Management
Remote/Work from Home
position Listed on 2026-01-08
Job specializations:
-
Business
Client Relationship Manager
Job Description & How to Apply Below
A leading wealth management firm is seeking a Relationship Manager to elevate client experiences and support Financial Advisors. Responsibilities include managing new client onboarding, scheduling meetings, and executing strategic communications. Candidates should have a minimum of five years in financial services or similar fields, with strong communication and project management skills. This primarily remote role requires occasional in-office work in Maine.
Technical proficiency with Salesforce and CRM software is preferred.
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