High-Touch Wealth Advisory & Relationship Lead

MassMutual Ventures; Austin (TX); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Full health benefits

401(k) matching

Roth IRA options

Job summary

MassMutual Ventures is looking for a Relationship Manager in Austin who will connect clients with advisors and ensure smooth operations. You'll manage daily relationships, maintain high-touch communication, and coordinate client processes.

This role requires 2-5 years in a client-facing position in financial services, where building trust and attention to detail are essential. A competitive compensation package and full health benefits are offered.

Qualifications

• 2–5 years in a client-facing support or relationship role at a wealth management or financial services firm.
• Proven track record managing high-touch relationships with high-net-worth individuals.
• Exceptional follow-through, clients never have to chase twice.

Responsibilities

• Own the day-to-day client relationship and manage touchpoints.
• Serve as the primary liaison between clients and the service team.
• Maintain an accurate and up-to-date CRM.

Skills

Client relationship management

Attention to detail

Professional communication

Organizational skills

Education

Series 65 or equivalent

CFP coursework

Tools

CRM proficiency (Salesforce, Redtail)

Job description

MassMutual Ventures is looking for a Relationship Manager in Austin who will connect clients with advisors and ensure smooth operations. You'll manage daily relationships, maintain high-touch communication, and coordinate client processes.

This role requires 2-5 years in a client-facing position in financial services, where building trust and attention to detail are essential. A competitive compensation package and full health benefits are offered.