Client Relationship Manager

Mariner; United States; On-site; USD 85,000 - 120,000; Full time

Job summary

Mariner is looking for an experienced Client Relationship Manager (CRM) to be the primary point of contact for ultra-high-net-worth clients. This role demands exceptional organizational skills, financial proficiency, and the ability to manage the complexities of clients' financial needs.

The CRM will ensure seamless coordination among clients, advisors, and professionals, while maintaining the highest level of service and discretion. Candidates should have over 5 years of client-facing experience, particularly in managing high-net-worth relationships.

Qualifications

• 5+ years of experience in family office, business management, or wealth management.
• Experience managing ultra-high-net-worth client relationships.
• Strong understanding of cash flow reporting and budgeting.

Responsibilities

• Serve as the primary contact for clients and their advisors.
• Review and present personal financial statements and budgets.
• Oversee day-to-day financial administration and cash management.
• Coordinate trust and business entities.
• Partner with advisory teams for tax compliance.
• Monitor client activity and drive solutions.

Skills

Client-facing experience

Financial analysis

Relationship management

Problem-solving

Job description

We are seeking an experienced Client Relationship Manager (CRM) to serve as the primary point of contact for ultra-high-net-worth clients. This is a highly client-facing role requiring strong financial proficiency, exceptional organizational skills, and the ability to manage the day-to-day financial and administrative complexities of a client's world.

The CRM serves as the quarterback for the relationship, coordinating with clients, advisors, CPAs, attorneys, bankers, insurance professionals, property managers, and household staff to ensure seamless execution and an exceptional client experience.

Responsibilities

• Serve as the primary point of contact for clients and their professional teams.
• Review and present personal financial statements, consolidated reporting packages, budgets, and cash flow projections.
• Oversee day-to-day financial administration, including cash management, bill pay, money movement, insurance premiums, and tax payments.
• Coordinate trusts, LLCs, operating businesses, commercial real estate, personal residences, and rental properties.
• Partner with advisory, tax, and estate planning teams to support liquidity planning, tax compliance, and implementation of planning strategies.
• Monitor client activity, proactively identify issues, and drive solutions to completion.
• Ensure timely, accurate execution of client requests while maintaining the highest level of service and discretion.

Qualifications

• 5+ years of client-facing experience in a family office, business management, accounting, or wealth management environment.
• Experience managing complex high-net-worth or ultra-high-net-worth client relationships.
• Strong understanding of personal financial statements, cash flow reporting, budgeting, and financial analysis.
• Experience working with multiple entities, trusts, real estate holdings, and business interests.
• Working knowledge of cash management, bill pay, money movement, and financial administration.
• Exceptional communication, relationship management, and problem-solving skills.
• Ability to prioritize competing demands in a fast-paced, high-touch environment.
• High degree of professionalism, discretion, and attention to detail.

EOE M/F/D/V