Relationship Manager / Paraplanner

Mitlin Financial, Inc®; Hauppauge (NY); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) with match

Paid time off

Job summary

Mitlin Financial Inc ®, a growing wealth management firm in Hauppauge, NY, seeks a Relationship Manager to support advisors and deliver a human-first, JOYful experience for families. The RM coordinates client deliverables, documents interactions in the CRM, and helps prepare financial plans and proposals, while onboarding new families to the firm.

The role emphasizes service, attention to detail, and progression within a team of seasoned professionals.

Qualifications

• 3–5 years of experience in financial services with RIA exposure preferred.
• Strong client service mindset and ability to manage multiple tasks.
• Willingness to learn and adopt new technology in a fast-paced environment.

Responsibilities

• Support wealth advisors by coordinating client deliverables and meetings.
• Document client communications and tasks in the CRM with accuracy.
• Prepare proposals, financial plans, and custodial paperwork.
• Deepen client relationships through proactive service and empathy.
• Attend client meetings and assist with account maintenance and reports.

Skills

Customer service

Relationship management

Organization

Communication

Time management

Education

Bachelor's degree

Certified Financial Planner (CFP) designation

Tools

Salesforce

MoneyGuidePro

Holistiplan

DocuSign

Zocks

Job description

Mitlin Financial Inc ® , a growing wealth management firm, is seeking a Relationship Manager (RM) to assist in our mission of helping those we serve achieve their financial goals while finding JOY in the journey.

The Relationship Manager will play a mission-critical role by supporting the advisors to ensure a human-first personalized experience.

You will be the operational backbone of our advisory team, executing flawlessly, coordinating client deliverables, maintaining impeccable accuracy, responsive professionalism, and a JOYful mindset.

This opportunity is for someone excited to have positive money conversations and who wants to grow in a people-centric, service-first RIA to become a member of one of the most respected teams in the wealth management industry.

If you are driven, detail-obsessed, and passionate about serving families who want to enJOY the journey while planning for their ideal tomorrow, this role may be for you.

This is an on-site, full-time W-2 position based in Hauppauge, NY.

Core Responsibilities:

The Relationship Manager works directly with our wealth advisors and the families we serve, participating in client meetings, supporting existing relationships, and playing an important role in welcoming new families to the firm.

This client-facing position offers opportunities to take on greater responsibility and advance your career as our firm continues to grow.

What We Expect:

• Deliver timely accurate high touch personalized service to clients.
• Prepare for meetings including proposal creation with detail and accuracy.
• Handle client communications, including e-mail, telephone, and written correspondence with care and professionalism.
• Participate in and document (with the help of an AI notetaker) client meetings and follow-up.
• Gather information to analyze and prepare comprehensive financial plans.
• Prepare, process, and track all custodial paperwork (new accounts, asset movement, money requests, transfers, etc.).
• Use CRM system to document EVERY client communication, task, and appointment.
• Assist with account maintenance, asset allocations, and quarterly reports.
• Serve as the first line of response for client inquiries across email and phone.
• Deepen existing client relationships with connection and compassion.
• Partner with operations to resolve custodian issues proactively and escalat when appropriate.
• Adhere to all company and industry supervisory guidelines and policies.
• Participate in all firm meetings, training, client events, and maintain all continuing education requirements plus required training elements.
• Additional service task as assigned.

What You Need:

• A genuine interest in serving and caring for people, service first approach!
• Naturally curious, with the initiative to ask questions, anticipate needs, and take ownership of the experience you provide to the families you work with.
• Extremely organized, dependable, detail-oriented, and calm under pressure.
• Process-driven and operate with high personal standards.
• Excellent organizational and time management skills.
• Ability to handle multiple tasks and priorities simultaneously.
• High level of comfort working with CRM/workflow tools (Salesforce preferred)
• Experience with financial service technology such as MoneyGuidePro, Holistiplan, DocuSign, Zocks.
• 3 - 5 years of experience in financial services; RIA experience strongly preferred
• Knowledge of Schwab custodial operationspreferred
• Ability to learn and embrace new technology as the firm’s tech stack continues to improve
• Bachelor's degree strongly preferred.
• Certified Financial Planner ™ designation or a desire to obtain.
• Understand that discretion is required when dealing with clients and their information.
• Clean U-4 and U-5 history.

• Reports to: Director of Practice Management
• Functional Area: Client Success / Operations
• Collaboration: Works closely with Advisors, Operations, Administrative Support, Corporate RIA, Custodians, and Service Providers.
• Performance bonus based on individual and firm goals.
• Benefits: W-2 employment with medical, dental, vision, 401(k) with match, PTO, and firmwide benefits
• Professional Growth: Clear advancement opportunities