Private Wealth Relationship Manager

TritonPoint Wealth; Chevy Chase (MD); On-site; USD 90,000 - 130,000; Full time

Job summary

TritonPoint Wealth in Chevy Chase, MD is seeking an experienced Relationship Manager to partner with Wealth Advisors and support high-net-worth clients in delivering exceptional client experiences and contributing to financial planning.

You will serve as a liaison to firm professionals, support daily client service, and help with portfolio understanding, onboarding of new accounts, and business development.

Qualifications

• Bachelor’s degree in Finance, Business or Economics required.
• Minimum 2 years in financial services; experience with high net-worth clients preferred.
• Experience with a Registered Investment Advisor (RIA) or broker/dealer environment preferred.
• CFP®, CFA, or Series 65 preferred.
• Excellent written and verbal communication; strong organizational skills.

Responsibilities

• Provide best-in-class client service to a select group of clients, wealth advisors and internal associates.
• Serve as liaison to firm professionals and clients services associates in research, review and execution of investment tasks.
• Provide direct support to Wealth Advisors in daily client service, advising, and financial planning.
• Develop in-depth understanding of portfolio construction and risk management.
• Coordinate timely investment process of new client accounts within internal guidelines.
• Contribute to business development efforts and help identify new client opportunities.
• Maintain accurate, organized client records across all systems, ensuring data integrity and compliance.
• Responsibility for client data in various internal systems including Addepar.

Skills

Client-focused service

Financial planning support

CRM proficiency

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Business/Economics

Tools

Addepar

CRM systems

Portfolio management software

Job description

TritonPoint Wealth in Chevy Chase, MD is seeking an experienced Relationship Manager to partner with Wealth Advisors and support high-net-worth clients in delivering exceptional client experiences and contributing to financial planning.

You will serve as a liaison to firm professionals, support daily client service, and help with portfolio understanding, onboarding of new accounts, and business development.