HNW Relationship Manager | Wealth Advisory & Client Experience

Beacon Pointe; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Beacon Pointe Advisors seeks a Relationship Manager in Dallas–Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and coordinating account setup and ongoing maintenance.

Responsibilities include client inquiries, meetings, onboarding tasks, and collaboration with wealth advisory and operations teams, using Salesforce and Tamarac; a four-year

Qualifications

• Four-year college degree (Finance, Business or Economics preferred).
• CFP or willing to pursue CFP within 24 months.
• 1–2+ years relevant experience.
• Excellent written and verbal communication skills.

Responsibilities

• Act as liaison between high-net-worth clients, investment pros and service team for high-touch service.
• Research and respond to client inquiries in a timely fashion.
• Participate in client meetings and present service engagements.
• Establish new accounts with wealth advisors and operations teams.
• Assist with onboarding tasks and account paperwork.
• Coordinate deposits, disbursements, reporting and terminations as needed.
• Maintain client files in Salesforce and Tamarac systems.
• Attend team meetings and support policy/procedure projects.

Skills

Excellent written and verbal comms

Strong organizational skills

Interpersonal skills

Analytical skills

Team collaboration

Education

Bachelor's degree in Finance, Business or Economics

Tools

Microsoft Office

Tamarac

Job description

Beacon Pointe Advisors seeks a Relationship Manager in Dallas–Fort Worth, TX to serve high-net-worth individuals, families and institutions. You will be the primary liaison among clients, investment professionals, and the service team, delivering personalized service and coordinating account setup and ongoing maintenance.

Responsibilities include client inquiries, meetings, onboarding tasks, and collaboration with wealth advisory and operations teams, using Salesforce and Tamarac; a four-year