Relationship Manager

MOHR Talent; Town of Smithtown (NY); On-site; USD 104,000 - 127,000; Full time

Benefits offered by this job

Annual bonus

401(k) with company match

Comprehensive benefits package

Growth opportunity

Job summary

MOHR Talent is seeking a Relationship Manager in Smithtown, NY. This role supports Financial Advisors by managing ongoing client relationships, ensuring timely communication and thorough CRM documentation, and delivering high-touch service aligned with an RIA model.

Responsibilities include coordinating follow-ups, assisting with financial planning using MoneyGuidePro and Holistiplan, and maintaining accurate data across Salesforce and other platforms.

Qualifications

• Active Series 65 license required.
• Series 7 is acceptable, but candidates must be willing to lapse if necessary.
• Experience within an RIA or wealth management environment.
• Strong understanding of the RIA model and client service expectations.

Responsibilities

• Serve as a primary point of contact for clients, supporting Advisors with day-to-day relationship management.
• Maintain consistent and proactive communication with clients, ensuring a high-touch service experience.
• Document all client interactions, conversations, and follow-ups within the CRM system (Salesforce).
• Utilize technology tools to support client servicing, meeting summaries, and task management.
• Assist with financial planning and client service workflows using MoneyGuidePro and Holistiplan.
• Coordinate follow-ups, service requests, and ongoing client needs with a high level of attention to detail.

Skills

Relationship mgmt

Attention to detail

Communication

Time management

Tools

Salesforce

Zocks

Holistiplan

MoneyGuidePro

Job description

Job Title: Relationship Manager

Location: Smithtown, NY

Compensation: $115,000

Position Overview

The Relationship Manager plays a critical role in supporting Financial Advisors and managing ongoing client relationships. This individual will be responsible for client communication, follow-up, CRM documentation, and operational support, ensuring a seamless and high-quality client experience.

This role requires someone who is highly organized, detail-oriented, tech-savvy, and aligned with a high-touch service model, supporting both day-to-day client needs and long-term relationship management.

Key Responsibilities

• Serve as a primary point of contact for clients, supporting Advisors with day-to-day relationship management
• Maintain consistent and proactive communication with clients, ensuring a high-touch service experience
• Document all client interactions, conversations, and follow-ups within the CRM system (Salesforce)
• Utilize technology tools to support client servicing, meeting summaries, and task management
• Assist with financial planning and client service workflows using platforms such as MoneyGuidePro and Holistiplan
• Coordinate follow-ups, service requests, and ongoing client needs with a high level of attention to detail
• Support multi-generational client relationships, ensuring personalized and thoughtful engagement
• Collaborate with internal team members to ensure accurate data entry and process consistency
• Maintain strong organization of client records and ensure data integrity across systems
• Participate in firm initiatives, client events, and team activities as needed

Qualifications & Requirements

• Active Series 65 license required
• Series 7 is acceptable, but candidates must be willing to let it lapse if necessary
• Experience within an RIA or wealth management environment
• Strong understanding of the RIA model and client service expectations
• High level of attention to detail, organization, and follow-through
• Excellent communication and interpersonal skills
• Ability to manage multiple priorities in a fast-paced, client-focused environment

Technology & Tools

• Salesforce (CRM – required for all client documentation)
• Zocks (meeting summaries and task management)
• Holistiplan (tax planning)
• MoneyGuidePro (financial planning)

Core Competencies

• Tech-savvy with the ability to quickly adopt and leverage new systems
• Process-driven with a strong focus on data accuracy and consistency
• Client-centric mindset with a high-touch service approach
• Strong follow-up and organizational discipline
• Team-oriented with a proactive and accountable work style

Work Environment

• Full-time, 5 days in-office required
• Collaborative, team-oriented culture with regular client and team engagement

Compensation & Benefits

• Base salary: $115,000
• Annual bonus based on individual and company performance
• 401(k) with company match
• Comprehensive benefits package
• Strong long-term growth opportunity within a rapidly expand
  

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]