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 is an independent private wealth management firm serving high-net-worth individuals, families, trusts, and foundations. Guided by the principle “You. First. Always,” our team delivers sophisticated investment management and financial planning. We are seeking an experienced Relationship Manager to join our organization.

ABOUT THE POSITION

Join us as a Relationship Manager, partnering with Wealth Advisors to support high-net-worth clients, deliver exceptional client experiences, and contribute to the financial planning and advisory process. This role offers a clear career path in wealth management with strong opportunities for development and advancement at a firm known for its collaborative culture.

KEY RESPONSIBILITIES

• Providing a best-in-class service experience to a select group of clients, wealth advisors and internal associates. This entails frequent communication with clients and internal associates - both verbally and in writing.
• Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
• Providing direct support to Wealth Advisors in daily aspects of client service, advising, and financial planning.
• Developing in depth understanding of portfolio construction and risk management.
• Coordinating 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 the firm’s portfolio management database (Addepar).
• Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.

PREFERRED QUALIFICATIONS

• Four-year college degree (Bachelor’s degree in Finance, Business or Economics preferred).
• Minimum of two years’ experience in the financial services industry preferred.
• 1-2+ years of experience working with high net worth individuals, preferably within a Registered Investment Advisor (RIA), investment management firm, or broker/dealer environment.
• Professional Financial Designation (CFP®, CFA, or Series 65) preferred.
• Strong communication skills with a genuine passion for helping others achieve their financial goals.
• Excellent written and verbal communication skills.
• Strong organizational, analytical, and interpersonal skills.
• Ability to collaborate and excel in a fast-paced, team environment.
• Proficiency with technology and willingness to learn financial planning software and CRM systems.
• Detail-oriented approach with strong analytical and problem‑solving abilities.

CORE COMPETENCIES

Client-First Mindset

Genuine care for clients; prioritizes their experience in every interaction.

Resilience & Follow-Through

Persistent in seeing tasks to completion even when facing delays or friction.

Proactive Communication

Anticipates needs and provides timely updates without being prompted.

Precision & Accuracy

Manages complex paperwork and multi-step processes with meticulous attention to detail.

Works effectively across advisor teams, operations, and custodians.

Embraces new tools and responsibilities with enthusiasm in a fast‑growing firm.

WHY TRITONPOINT WEALTH?

Growth & Expertise

Work alongside experienced advisors serving high-networth clients in an independent, growth‑oriented firm.

Full ecosystem of Dynasty Financial Partners — resources, technology, community, and network support.

Best-in-Class Technology

Work with Addepar, eMoney, and a continuously evolving technology stack.

Culture of Integrity

A team built on trust and a genuine commitment to “You. First. Always.”