Relationship Manager

Selby Jennings; Boca Raton (FL); On-site; USD 90,000 - 120,000; Full time

Job summary

Selby Jennings in Boca Raton seeks a seasoned wealth-management support professional to act as the day-to-day relationship contact for a designated client group, ensuring timely communication and exceptional service.

You will collaborate with advisors on client reviews, analyze financial data, develop personalized recommendations, and create portfolio reports, net worth analyses, and presentation materials to support planning and investment decisions.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
• CFP®, CPA, or progress toward a professional financial designation is highly regarded.
• Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.

Responsibilities

• Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
• Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
• Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
• Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
• Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
• Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
• Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.

Skills

Wealth management

Client relationship management

Financial analysis

Communication

Portfolio reporting

Education

Bachelor's degree in Finance, Accounting, Business, Economics

CFP or CPA

Tools

eMoney

Morningstar

Black Diamond

Advent

Job description

• Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
• Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
• Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
• Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
• Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
• Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
• Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
• CFP®, CPA, or progress toward a professional financial designation is highly regarded.
• Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
• Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
• Strong analytical, organizational, and client relationship management skills.
• Ability to communicate complex financial concepts in a clear and client-friendly manner.

Key Responsibilities

• Act as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.
• Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.
• Analyze financial data and assist in developing personalized recommendations aligned with client goals and long-term objectives.
• Create and maintain a variety of client reporting materials, including portfolio reviews, net worth analyses, cash flow projections, investment summaries, and presentation materials.
• Support portfolio construction and asset allocation discussions through a strong understanding of investment products, market principles, and financial planning concepts.
• Coordinate account administration activities, including documentation, account maintenance, and interactions with custodial platforms.
• Assist in identifying planning opportunities related to retirement, tax efficiency, estate considerations, and wealth transfer strategies.

Qualifications

• Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline.
• Approximately 5+ years of experience supporting wealth management, financial planning, family office, or registered investment advisory clients.
• CFP®, CPA, or progress toward a professional financial designation is highly regarded.
• Demonstrated experience utilizing financial planning and portfolio reporting technology, including platforms such as eMoney, Morningstar, Black Diamond, Advent, or comparable systems.
• Familiarity with account management and operational processes associated with custodians such as Charles Schwab.
• Strong analytical, organizational, and client relationship management skills.
• Ability to communicate complex financial concepts in a clear and client-friendly manner.

Preferred Background

• Experience working directly with affluent individuals, families, executives, or business owners.
• Exposure to comprehensive financial planning, investment consulting, and portfolio reporting.
• Proven ability to manage multiple client relationships while maintaining a high level of accuracy and responsiveness.