Client Relations Manager

Overview

Client Relations Manager - Private Wealth Advisory Services

Location:

Reston, VA or Richmond, VA

Blueprint Financial Group is seeking an outgoing, detail-oriented, and client-focused Client Relations Manager to serve as the primary resource and central point of contact for clients. This role acts as the bridge between Advisors and Operations team members, ensuring a smooth initial onboarding experience, proactive client communication, and high-quality service execution.

This is a fast-paced, high-touch role where client experience is the North Star. The ideal candidate is warm, confident, organized, and ownership-driven — someone who builds trust quickly, communicates with a “smile,” and thrives in frequent change.

We are a nationally recognized, award-winning financial planning firm dedicated to delivering values-based advice with technical precision and personal care. Our culture blends high performance with authenticity, and we pride ourselves on excellence, integrity, and a client-first mindset.

• Personal Responsibility
• Curiosity & Coachability
• "Weird", Unique, and Fun
• Strive for Excellence

• Serve as the primary contact and face of the team for clients
• Meetings
• Guide clients through onboarding and ongoing service needs
• Conduct onboarding completion and summary calls
• Execute monthly client touchpoint plans to maintain engagement
• Act as first point of contact and escalation resource for client issues
• Triage service needs and drive issues through to resolution
• Handle service requests that do not require Operations escalation
• Coordinate complex or multi-step items with Operations
• Apply empathy, ownership, and problem-solving to client situations

• Serve as the interface between Advisors and Operations
• Capture advisor direction and document case notes
• Create opportunities and workflows for new business
• Assign and track action items
• Gather onboarding data for Operations processing Systems & Data Management
• Maintain accurate records across CRM, NM Connect, and NetX
• Update client data and life event changes
• Manage record merges and deletions
• Monitor Blueprint communications and extract pod-specific action items

• Maintain active dashboards in NM Connect, CRM, Tasks, and Opportunities
• Review email, Blueprint updates, and NM Connect chat daily
• Work task queues by priority (high priority, new submissions, money movement)
• Attend pod and CRM team meetings

• Ability to commute to on-site location in Reston, Virginia or Richmond, Virginia
• Client experience, banking, hospitality, or financial services background preferred
• Outgoing, client-centered, strong detail orientation and problem solving skills
• Excellent verbal and written communication skills
• Comfortable working with many personality types
• Not afraid to pick up the phone and gather information directly
• Adaptable in a fast-changing environment

Success in this role creates a pathway into more advanced planning and client strategy opportunities. Team members have the opportunity to pursue financial licenses and professional designations (including Insurance licenses, SIE, Series 7, and related credentials) with firm- supported guidance. We provide structured mentorship, educational resources, and a performance-based development track that can lead to leadership or advisor-level positions over time.

• Discretionary Bonus
• 4 weeks PTO, Sick Time, Maternity/Paternity Leave
• Collaborative, values-driven culture with long-term growth potential