Client Relationship Manager – Wealth Management

Prevail Recruiting; Memphis (TN); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Onsite

Relocation assistance available

Job summary

Prevail Recruiting is partnering with a growing wealth management firm to fill a Client Relationship Manager role. You will be the primary contact for existing clients, understand evolving financial needs, and deepen relationships.

This role focuses on owning client relationships rather than constant prospecting, with opportunities to cross-sell and integrate planning capabilities across advisory, planning, and service teams. National search with onsite offices.

Qualifications

• 3+ years of client-facing financial services, wealth management, advisory, or relationship management experience.
• Demonstrated success managing and developing ongoing client relationships.
• Ability to identify opportunities to expand existing relationships and grow revenue.
• Strong consultative communication and relationship-building skills.

Responsibilities

• Manage and deepen an existing portfolio of client relationships.
• Serve as a trusted point of contact for ongoing financial needs.
• Conduct client reviews and identify changes in goals, assets, and planning needs.
• Identify opportunities to bring additional client assets under management.
• Uncover appropriate cross-selling and financial planning opportunities.
• Generate referrals and contribute to organic revenue growth.
• Support the onboarding and transition of new client relationships.
• Proactively maintain client engagement, satisfaction, and retention.
• Partner with internal advisory, planning, operations, and service teams to deliver a seamless client experience.

Skills

Client-facing financial services

Wealth management

Relationship management

Cross-selling

Communication skills

Job description

Client Relationship Manager – Wealth Management

National Search | Current & Future Growth Markets

Onsite | Relocation Assistance Available

Are you a financial services professional who excels at managing, retaining, and growing existing client relationships?

We're building relationships with experienced, licensed professionals for current and anticipated opportunities with a growing financial advisory firm.

This is essentially a relationship management role within wealth management. You'll serve as a primary point of contact for existing clients, understand how their financial needs evolve, identify opportunities to deepen relationships, and help clients take advantage of the firm's broader financial planning capabilities.

This is not an administrative client service position, nor is it a role centered around constant cold prospecting.

We're looking for someone who can own the relationship and grow it.

What You'll Do

• Manage and deepen an existing portfolio of client relationships
• Serve as a trusted point of contact for ongoing financial needs
• Conduct client reviews and identify changes in goals, assets, and planning needs
• Identify opportunities to bring additional client assets under management
• Uncover appropriate cross-selling and financial planning opportunities
• Generate referrals and contribute to organic revenue growth
• Support the onboarding and transition of new client relationships
• Proactively maintain client engagement, satisfaction, and retention
• Partner with internal advisory, planning, operations, and service teams to deliver a seamless client experience

What We're Looking For

• 3+ years of client-facing financial services, wealth management, advisory, or relationship management experience
• Demonstrated success managing and developing ongoing client relationships
• Ability to identify opportunities to expand existing relationships and grow revenue
• Strong consultative communication and relationship-building skills
• Comfortable discussing financial needs and introducing appropriate solutions
• Client-first mindset with strong follow-through and accountability

Highly Valued:

• Experience as a Wealth Relationship Manager, Client Relationship Manager, Private Client Advisor, Financial Consultant, Wealth Advisor, or similar
• CFP or additional industry credentials
• Experience working with affluent or high-net-worth households
• Retirement and income-planning experience
• Holistic financial planning experience
• Track record of asset consolidation, cross-selling, or referral generation

The Ideal Profile

You're probably someone who enjoys growing relationships more than chasing new logos.

You build trust quickly. Clients call you when something changes. You understand their broader financial picture and can recognize when there's an opportunity to bring additional assets into the relationship or introduce another planning solution.

You aren't simply servicing accounts — you're responsible for making relationships stronger, deeper, and more valuable over time.

Why Consider This Opportunity?

The firm takes a holistic approach to financial advice, with capabilities spanning wealth management, retirement and income planning, estate planning, tax strategies, insurance, and other long-term financial needs.

You'll have access to internal resources and support that allow you to focus on high-value client relationships rather than spending your time on administrative tasks.

Location

We're conducting a national search and building relationships with professionals for the firm's existing and future growth markets, including:

• Houston, TX
• Tampa, FL
• St. Louis, MO
• Memphis / Cordova, TN

These opportunities are primarily office-based rather than fully remote. Relocation assistance may be available for qualified candidates.

If you're a licensed financial services professional who excels at retaining clients, expanding relationships, and creating additional value, we'd like to connect.