Relationship Manager

The Well; Denver (CO); Vor Ort; USD 80.000 - 100.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Vision insurance

401(k)

Zusammenfassung

A growing independent wealth management firm is searching for a Relationship Manager in Denver, Colorado. This role emphasizes excellent client service, attention to detail, and strong communication skills. Ideal candidates will have a calm demeanor and a genuine interest in fostering long-term client relationships. Responsibilities include managing client follow-through and processing financial transactions. The position offers competitive benefits, including medical insurance and a 401(k) plan, with a full-time employment type.

Qualifikationen

• Positive and calm demeanor in handling client relationships.
• Detail-driven and committed to accurate follow-through.
• Interest in a long-term position in client services, not advisory.
• Genuine interest in building long-term client relationships.

Aufgaben

• Manage client service and follow-through on communications.
• Handle money movement, distributions, and RMD processing.
• Ensure all paperwork is completed for custodial workflows.
• Assist advisory team and clients during urgent requests.

Kenntnisse

Client service

Detail-oriented

Communication

Tools

Schwab Advisor Center

Fidelity Wealthscape

Orion

Redtail

Jobbeschreibung

This range is provided by The Well. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$80,000.00/yr - $100,000.00/yr

Additional compensation types

Annual Bonus

Comp: $80K–$100K all-in (salary + bonus) • 5% 401(k) match • Medical: 75% employee / 50% family coverage

We’re hiring a Relationship Manager on behalf of our client—a growing independent wealth management firm based in Denver. This is a client‑facing operations seat for someone who loves taking care of people and keeping details airtight.

What you’ll own

• Client service + follow-through (phone calls, requests, updates, and proactive communication)
• Money movement, distributions, and RMD processing
• Custodial workflow and paperwork (Schwab + Fidelity)
• Keeping the advisory team and clients covered when life happens (travel, meetings, urgent requests)

What we’re looking for

• Calm, even‑tempered approach (no drama creators)
• Comfort on the phone and genuine interest in building long‑term client relationships
• Detail‑driven follow‑through and pride in doing things the right way
• Interest in a long‑term home in operations/client service (not an advisor‑track role)

Nice‑to‑haves

• Schwab Advisor Center and/or Fidelity Wealthscape experience
• Orion and/or Redtail exposure
• Primarily in‑office in Denver with reasonable flexibility for weather/illness/urgent needs

Seniority level

Associate

Employment type

Full‑time

Job function

Sales and Finance

Benefits

• Medical insurance
• Vision insurance
• 401(k)