Advisor Relationship Manager - Client Success & Tools
Job in
Portland, Multnomah County, Oregon, 97204, USA
Listed on 2026-08-22
Listing for:
FocusPoint Solutions
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
FocusPoint Solutions, a back office outsource partner for RIAs and independent advisors, is seeking a Relationship Manager (RM) to own advisor satisfaction and serve as the primary contact for inquiries and issues. This role requires building strong advisor relationships, guiding them through FPS tools, and coordinating with custodians to ensure accurate trade processing and paperwork.
Ideal candidates have 3+ years in finance or related fields and 2+ years in client relationship management or
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