Relationship Manager - Client Growth & Operations

Modern Wealth Management, LLC; Boise (ID); On-site; USD 55,000 - 60,000; Full time

Job summary

Modern Wealth Management, LLC invites a Relationship Manager to join our Growth team in Boise. You will support financial advisors by handling onboarding, account maintenance, and cross‑team coordination to deliver a client‑centric experience with precise operational execution.

The role requires a Bachelor’s in Finance/Economics/Business Admin and a Series 65 license, with CFP designation pursued as preferred. A client‑facing background in wealth management is highly desirable.

Qualifications

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field required.
• Series 65 license required.
• Working toward CFP designation may be preferred.
• Prior client-facing experience in wealth management, private banking, or investment advisory is highly desirable.
• Strong organizational, communication, and client relationship management skills are essential.

Responsibilities

• Assist financial advisors with administrative tasks, coordinating client communications, and managing client accounts.
• Own day-to-day operational tasks, including processing account transactions and coordinating portfolio updates.
• Collaborate with compliance, investment operations, and client service teams to ensure smooth execution of client activities.
• Maintain accurate client records, manage CRM data, and generate reports on activity and performance.
• Build and nurture relationships with clients, understand financial goals, and identify growth opportunities.
• Stay informed on market trends and regulatory changes; apply risk mitigation measures.

Skills

Organizational skills

Communication skills

Client relationship management

Education

Bachelor’s degree in Finance, Economics, Business Administration

Tools

Series 65 license

Job description

Modern Wealth Management, LLC invites a Relationship Manager to join our Growth team in Boise. You will support financial advisors by handling onboarding, account maintenance, and cross‑team coordination to deliver a client‑centric experience with precise operational execution.

The role requires a Bachelor’s in Finance/Economics/Business Admin and a Series 65 license, with CFP designation pursued as preferred. A client‑facing background in wealth management is highly desirable.