Relationship Manager

United Capital Financial Advisors, LLC; The Woodlands (TX); On-site; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive compensation and benefits

Medical, dental, vision, life, and DIS

Generous paid time off and parental/le

Retirement plan with company match

Mentorship and leadership exposure

Job summary

United Capital Financial Advisors, LLC is seeking a Relationship Manager to work with Managing Directors and Wealth Advisors, delivering a high-touch client experience and supporting advisor productivity.

You’ll help plan client events, assist with onboarding, money movement, and marketing collaborations, gaining exposure to planning conversations, and long-term relationship management within a supportive, growth-oriented culture.

Qualifications

• Minimum of 3 years of financial services experience.
• Experience in event planning, social media strategy, and online branding.
• A creative, proactive approach to client engagement, with the ability to contribute ideas and coordinate marketing initiatives alongside day-to-day client service responsibilities.
• Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles.
• High level of organization, attention to detail, and follow-through.
• Ability to manage multiple priorities in a fast-paced, client-driven environment.
• Strong communication skills, both verbal and written.
• Familiarity with Schwab and Fidelity custodial platforms.

Responsibilities

• Support ongoing client relationships with Wealth Advisors and Managing Directors, delivering a professional and personalized experience.
• Plan and coordinate client appreciation events, educational seminars, and prospect events, managing invitations and logistics.
• Assist with meeting preparation, follow-up, and ongoing client communication.
• Collaborate with marketing to support the office’s social media strategy and client engagement opportunities.
• Assist with onboarding, account maintenance, money movement and cash flow management, and documentation.
• Research and help resolve complex client service and operational matters.
• Participate in financial planning support, pipeline tracking and client review preparation.
• Gain exposure to advisor workflows and long-term relationship management.
• Support cross-team collaboration to bolster office capacity when needed.

Skills

Event planning

Social media strategy

Online branding

Client engagement

Communication skills

Organization

CRM experience

Microsoft Office

Education

Series 65 license

Tools

Salesforce

Job description

As a Relationship Manager, you’ll be at the heart of client relationships, working directly with a Managing Director and Wealth Advisors to deliver a seamless, high-touch client experience while supporting advisor productivity and growth. This Relationship Manager role is designed for a detail-oriented, client-facing professional who thrives at the intersection of client service, money movement, and operational execution. This is a career path in wealth management with opportunities to develop, grow, and advance in a nationally respected firm with a wonderful culture. This role will also support our office’s marketing efforts. We’re seeking someone with a passion for helping grow the practice through their knowledge of event planning, social media strategy, and online branding.

What You’ll Do

• Partner closely with Wealth Advisors and Managing Directors to support ongoing client relationships, delivering a professional and personalized experience
• Help plan and coordinate client appreciation events, educational seminars, and prospect events, managing invitations, logistics, and follow-up
• Assist with meeting preparation, follow-up, and ongoing client communication
• Partner with advisors and the marketing team to support the office’s social media strategy, including content planning and opportunities to engage clients and prospects
• Support client onboarding, account maintenance, money movement and cash flow management, and suitability documentation
• Research and help resolve complex client service and operational matters
• Participate in financial planning support, pipeline tracking, and client review preparation
• Gain exposure to advisor workflows, planning conversations, and long-term relationship management
• Collaborate with advisors and office leadership to support operational capacity across teams when needed

What We’re Looking For

• Minimum of 3 years of financial services experience
• Experience in event planning, social media strategy, and online branding, preferably within a professional services environment
• A creative, proactive approach to client engagement, with the ability to contribute ideas and coordinate marketing initiatives alongside day-to-day client service responsibilities
• Experience within wealth management, financial advisory, banking, trust, or related financial services or client operations roles
• High level of organization, attention to detail, and follow-through
• Ability to manage multiple priorities in a fast-paced, client-driven environment
• Strong communication skills, both verbal and written
• Strong operational and administrative support skills with the ability to anticipate advisor and client needs
• Ability to manage calendars, coordinate meetings, prioritize workflows, and maintain accuracy across multiple moving priorities
• Currently holds or is willing to obtain the Series 65 license.
• Proficiency in Microsoft Office; CRM experience (Salesforce or similar) preferred
• Familiarity with Schwab and Fidelity custodial platforms

Why United Capital?

• Competitive compensation and comprehensive benefits package
• Medical, dental, vision, life, and disability insurance
• Generous paid time off, holidays, and parental leave
• Retirement plan with company match
• Direct mentorship and exposure to senior leadership and advisors
• A clear career path toward advisor development for high performers

All applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, national origin, age, disability, marital status, or any other protected status.

Applicants must be legally authorized to work in the United States without sponsorship