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Client Relationship Manager

Remote Part-Time Financial Planning & Client Success Lead

Remote / Online - Candidates ideally in
Raleigh, Wake County, North Carolina, 27601, USA
Listing for: GFI Team Ikigai
Part Time, Remote/Work from Home position
Listed on 2026-06-25
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 65000 - 85000 USD Yearly USD 65000.00 85000.00 YEAR
Job Description & How to Apply Below
GFI Team Ikigai is seeking a Part-time Lead Associate in Raleigh, North Carolina. The role involves managing client accounts, providing financial education, and ensuring client satisfaction. Ideal candidates will possess strong communication skills, customer relationship management, and a desire to help others. Responsibilities include developing financial plans and growing account value. The position offers flexible scheduling and competitive compensation of $65,000 - $85,000 annually.

A Life Producer license is required within the first two weeks.
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