Relationship Manager

Strategy Financial Group; Peoria (AZ); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Market-competitive compensation

Weekly half-day Fridays

Culture of trust, autonomy, and owned

Job summary

Strategy Financial Group in Peoria/Phoenix, AZ is seeking a Relationship Manager to support the lead Financial Advisor and deliver high-touch client experiences. This is a full-time, on-site role requiring strong organization and service-mindedness within a close-knit professional team.

As the main liaison between clients, advisors, and internal processes, you will gather financial information, prepare plans, and coordinate life insurance applications while maintaining compliant records.

Qualifications

• Experience in financial services or related client support roles.
• Ability to manage multiple active cases and deadlines.
• Experience collecting and maintaining confidential information.
• Comfort with documenting communications and task histories in a CRM.

Responsibilities

• Gather, organize, and verify client financial information.
• Prepare customized financial plans and meeting materials.
• Prepare for client meetings by updating records.
• Document meeting outcomes and coordinate follow-up.
• Coordinate life insurance applications from submission to issuance.
• Maintain accurate client records in the CRM.
• Respond to client service requests and route questions.
• Maintain compliance documentation.

Skills

CRM experience

Excellent communication

Organizational skills

Customer service mindset

Education

High school diploma

Tools

CRM system

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Full-Time | On-Site | Peoria / Phoenix, AZ

Salary Range: $55,000–$70,000 annually

Strategy Financial Group is an independent financial services firm dedicated to building long-term, trusted relationships with our clients. We take a thoughtful, personalized approach to financial planning, combining strategy, clarity, and genuine care.

We are seeking a Relationship Manager to join our growing team and support our lead Financial Advisor in delivering exceptional, high-touch client experiences. This is a full-time, on-site role for someone who is organized, service-minded, and energized by being a key part of a close-knit, professional team.

Why Work at Strategy Financial Group

• Market-competitive compensation
• Weekly half-day Fridays, supporting work-life balance
• A culture of trust, autonomy, and ownership
• Professional, collaborative, and people-first environment
• Stable, growing firm with long-term career opportunity

At Strategy Financial Group, we believe great client experiences start the moment someone walks through our doors. We're a growing, values-driven financial planning firm dedicated to helping our clients retire with confidence, and we do that by putting people first, acting with integrity, and working as a true team.

What You’ll Do

As a Relationship Manager, you’ll be a vital connection point between clients, advisors, and internal processes. Your work will directly support both client confidence and firm excellence.

• Gather, organize, and verify client financial information, including account statements, income, expenses, assets, liabilities, and existing insurance coverage.
• Assist the Financial Advisor with preparing customized financial plans, reports, and meeting materials using client information and advisor direction.
• Prepare for client and prospect meetings by updating records, assembling documents, and identifying missing information.
• Document meeting outcomes, track action items, and coordinate follow-up with clients and internal team members.
• Coordinate life insurance and long-term care applications from submission through issuance, including reviewing paperwork for completeness, obtaining outstanding requirements, communicating with carriers, and tracking application status.
• Maintain accurate client records, correspondence, task histories, and supporting documentation in the firm's client relationship management system.
• Respond to client service requests, provide status updates, and route questions requiring financial advice or specialized review to the appropriate advisor.
• Handle confidential financial and personal information according to firm procedures.
• Maintain compliance-related documentation and follow established recordkeeping and processing requirements.

Requirements

• At least two years of experience in financial services client support, advisor support, insurance operations, banking operations, or a closely related role. An equivalent combination of relevant education and directly applicable experience will be considered.
• High school diploma or equivalent.
• Experience managing client requests and coordinating follow-up across multiple active cases or accounts.
• Experience collecting, reviewing, and maintaining confidential client information and supporting documents.
• Experience using a CRM, client database, or case management system to update records, document communications, and track tasks.
• Proficiency with Microsoft Outlook, Word, and Excel, including email and calendar management, document preparation, spreadsheet data entry, sorting, filtering, and basic formulas.
• Ability to review forms and records for accuracy, completeness, missing information, and inconsistencies.
• Working knowledge of common financial documents and terminology, including assets, liabilities, income, expenses, beneficiaries, and account statements.
• Demonstrated ability to write clear client correspondence and explain document requirements, process steps, and status updates.
• Ability to manage deadlines, maintain organized records, and follow written procedures with consistent follow-through.
• Availability to work full-time, on-site in the Peoria / Phoenix area.

Who Thrives In This Role

You’ll thrive in this role if you:

• Enjoy being the trusted point of contact clients rely on
• Take pride in being organized, prepared, and detail-oriented
• Communicate clearly and professionally, and follow through consistently
• Like supporting others and being an essential part of a high-functioning team
• Feel energized by helping people understand complex information with confidence
• Are proactive, thoughtful, and calm under pressure
• Value long-term relationships and doing work that truly matters to clients

This role is ideal for someone who finds satisfaction in doing things well, supporting meaningful client relationships, and contributing to a firm where professionalism, care, and integrity are core values.

If you enjoy supporting clients, bringing order to complex information, and being a trusted part of a professional advisory team, we’d love to hear from you.