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Remote Wealth Relationship Manager – Client Lead
Remote / Online - Candidates ideally in
Portland, Cumberland County, Maine, 04122, USA
Listed on 2025-12-31
Portland, Cumberland County, Maine, 04122, USA
Listing for:
Apollon Wealth Management, LLC
Remote/Work from Home
position Listed on 2025-12-31
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
A private wealth management firm is searching for a Relationship Manager to deliver premium services to clients and financial advisors. This remote role requires strong operational execution, excellent communication skills, and project management abilities. The position entails supporting lead advisors, managing client onboarding, coordinating engagement events, and enhancing the client experience. A minimum of five years in relevant fields is required, along with proficiency in Salesforce and Microsoft Office.
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