Private Wealth Relationship Manager

TritonPoint Wealth, LLC; Chevy Chase (MD); On-site; USD 95,000 - 130,000; Full time

Job summary

TritonPoint Wealth, LLC is seeking an experienced Relationship Manager to partner with Wealth Advisors in serving high-net-worth clients, delivering exceptional client experiences, and supporting financial planning and advisory work. This role offers a clear career path with strong opportunities for development at a collaborative, growth-focused firm.

You will contribute to portfolio understanding, client service excellence, and the ongoing expansion of the client book, with a focus on accuracy

Qualifications

• Four-year college degree (Finance/Business or Economics preferred).
• Minimum of two years’ experience in the financial services industry preferred.
• 1–2+ years experience with high net worth individuals, preferably in RIAs or investment firms.
• Professional designations (CFP, CFA, or Series 65) preferred.
• Strong written and verbal communication skills and client service mindset.
• Excellent organizational, analytical, and interpersonal abilities.

Responsibilities

• Provide best-in-class service to a select group of clients and internal teams.
• Coordinate with wealth advisors and client services in research and execution of investments.
• Support wealth advisors in daily client service, planning, and advisory work.
• Develop an in depth understanding of portfolio construction and risk management.
• Coordinate timely investment process for new client accounts within guidelines.
• Assist with business development and identify new client opportunities.
• Maintain accurate client records across systems and ensure data integrity.

Skills

Communication

Teamwork

Analytical skills

Attention to detail

Education

Bachelor’s degree in Finance/Business/Economics

Tools

Addepar

CRM systems

eMoney

Job description

TritonPoint Wealth, LLC is seeking an experienced Relationship Manager to partner with Wealth Advisors in serving high-net-worth clients, delivering exceptional client experiences, and supporting financial planning and advisory work. This role offers a clear career path with strong opportunities for development at a collaborative, growth-focused firm.

You will contribute to portfolio understanding, client service excellence, and the ongoing expansion of the client book, with a focus on accuracy