Relationship Manager

Cyndeo Wealth Partners; Florida; On-site; USD 60,000 - 90,000; Full time

Job summary

Cyndeo Wealth Partners, a rapidly growing Registered Investment Advisor, seeks a proactive Relationship Manager in Florida. You will support day-to-day client needs, coordinate with advisors, and manage workflow across the client service team.

You’ll engage with high-net-worth clients in a family-office-like environment, leveraging Salesforce and market knowledge to deliver timely, accurate service and build lasting relationships.

Qualifications

• Experience in wealth management or a similar role is required.
• Familiarity with registered investment advisor (RIA) environments is preferred.
• Leadership/management experience is a plus.
• Ability to learn quickly in a fast-paced, process-driven environment.
• Strong verbal and written communication with a professional demeanor.
• Attention to detail and solid organizational skills are needed.
• Capability to manage multiple priorities and respond to advisors/clients effectively.
• Persistence in follow-up to accomplish objectives.
• Positive, resilient attitude in a client-focused setting.

Responsibilities

• Process client and advisor requests (new accounts, asset transfers, money movements, scheduling).
• Support advisors by anticipating client needs and enabling daily activities.
• Provide excellent client service with timely, accurate follow-up.
• Demonstrate professional communication via phone, email, and written correspondence.
• Use problem-solving to craft solutions for clients and advisors.
• Coordinate with custodians and internal teams to follow up and execute tasks.
• Monitor and resolve daily time-sensitive activities.
• Record client data and tasks in Salesforce.
• Collaborate in a team-based environment to meet client needs.

Skills

Wealth management experience

RIA familiarity

Leadership/management

Fast-paced/process-driven learning

Oral and written communication

Attention to detail

Time/priority management

Persistent follow-up

Positive mindset

Team collaboration

Education

Bachelor’s degree preferred

Tools

Salesforce

Microsoft Office Suite

Black Diamond

Fidelity

Schwab

Job description

Cyndeo Wealth Partners is a rapidly growing Registered Investment Advisor (RIA), in St. Petersburg, FL and Lake Mary, FL offering financial planning and wealth management services. Our firm serves high net worth clients in a family office-like environment. “Family” is an important word at Cyndeo as we strive to treat and welcome both clients and employees like Family.

Summary of the position

We seek a passionate, self-starting and motivated team player to join our firm in the role of Relationship Manager. The Relationship Manager is a member of the Client Service organization that includes approximately 6 RM’s. The Relationship Manager works with Advisors to support the day to day needs of our clients.

Responsibilities

• Processing of client and advisor requests including new accounts, transfer of assets, money movements, meeting scheduling and preparation
• Supporting advisors by anticipating client needs and enabling advisors to maximize their daily activities
• Providing excellent client service by performing tasks timely, accurately and with clear follow-up with the client
• Demonstrating professional communication skills with responses to clients, advisors, and team members by phone, email, and written communications
• Using problem solving skills to create solutions for clients and advisors
• Coordinating with our custodians and internal team members to follow up on and execute operational items in a timely manner
• Monitoring and resolving daily time sensitive activities
• Utilizing internal contact management system (Salesforce) for documentation of client data and tasks
• Operating in a team-based environment where teammates help each other in times of heavy workload and are all working toward meeting the needs of the client

Preferred Skills/Experience

• Experience in the Wealth Management industry in a similar role
• RIA preferred, however big brokerage firm experience is acceptable as well
• Management experience/leadership skills a positive
• Ability to learn and become proficient in a fast paced, process-driven environment
• Strong oral and written communication with a professional demeanor
• Robust PC knowledge, typing skills and proficiency in Microsoft Office Suite
• Experience working daily with a workflow technology system (Salesforce)
• Experience with Fidelity and/or Schwab a positive
• Prior experience with Salesforce and Black Diamond
• Bachelor's degree preferred
• Attention to detail and organizational skills
• Ability to handle multiple priorities and requests from advisors and clients
• Persistence in follow up to accomplish objectives
• Positive frame of mind with a resilient attitude