Relationship Manager - Wealth Management

MOHR Talent; Town of Huntington (NY); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Annual bonus

401(k) match

Strong benefits

Job summary

A financial services firm is seeking a Relationship Manager for Wealth Management in New York. This role involves being the primary contact for high-net-worth clients, managing account servicing, and maintaining detailed documentation in Salesforce. Applicants must possess a Series 65 license and experience in wealth management. Strong client communication and organization skills are essential. The position comes with competitive compensation and benefits.

Qualifications

• Series 65 REQUIRED.
• Experience in RIA / Wealth Management is essential.
• Must be tech-savvy in a CRM-heavy, process-driven environment.

Responsibilities

• Act as a primary point of contact for high-net-worth clients.
• Handle account servicing and money movement.
• Maintain detailed CRM documentation.

Skills

Client-facing communication skills

Highly organized

Detail-oriented

Proactive

Tech-savvy

Education

Series 65

Experience in RIA / Wealth Management

Tools

Salesforce

MoneyGuidePro

Holistiplan

Zocks

Job description

Relationship Manager - Wealth Management

Compensation

• Base: $70K – $80K (flex up to $85K max)
• Annual bonus (individual + firm performance)
• 401(k) match + strong benefits

What You’ll Be Doing

• Act as a primary point of contact for high-net-worth clients
• Handle account servicing, money movement, and onboarding
• Maintain extremely detailed CRM documentation (Salesforce)
• Support advisors with:
  • Financial planning (MoneyGuidePro)
  • Tax planning (Holistiplan)
  • Meeting summaries & follow-ups (Zocks)

What They’re Looking For

• Series 65 REQUIRED
• Experience in RIA / Wealth Management
• Tech-savvy (CRM-heavy, process-driven environment)
• Highly organized, detail-oriented, and proactive
• Strong client-facing communication skills
• Comfortable in a high-touch, service-first culture

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]