Relationship Manager, Wealth Partners - Atlanta, GA

Savant Wealth Management; Atlanta (GA); Hybrid; USD 86,000 - 119,000; Full time

Job summary

An established industry player seeks a dynamic Relationship Manager to enhance their Wealth Partners Program. This role is perfect for a people-focused professional with a strong background in investment management and client relations. You'll collaborate across departments to drive initiatives that improve advisor engagement and client satisfaction. With a commitment to integrity and innovation, the firm offers a supportive environment where your contributions will make a real impact. Join a team that values excellence and is dedicated to helping clients achieve their financial goals.

Benefits

Comprehensive Benefits Package

401(k) with Company Match

Generous Paid Time Off

Flexible Dental Coverage

Health Savings Account (HSA)

Vision Insurance

Company-Paid Life Insurance

Employee Recognition Program

Wellness Reimbursements

Dress Code Flexibility

Qualifications

• 3+ years in investment management or advisory support.
• Strong client relationship development skills required.

Responsibilities

• Manage relationships with Wealth Partner firms.
• Support client satisfaction and retention strategies.

Skills

Investment Management

Client Relationship Management

Financial Planning

Communication Skills

Proactive Mindset

Education

Bachelor’s Degree in Finance

Certified Financial Planner (CFP)

Series 65 License

Tools

Microsoft Office Suite

Financial Planning Software

Job description

Job Details

Job Location: Atlanta GA - Atlanta, GA

Position Type: Full Time

Salary Range: Undisclosed

Job Shift: Day

Are You a Master at Building and Maintaining Relationships?

At Savant Wealth Management, we’re looking for a dynamic, people-focused professional to take our Wealth Partners Program to new heights. If you have a knack for forging lasting relationships, a deep understanding of investment management, and a passion for supporting financial advisors, this is your opportunity to shine.

This role is ideal for an experienced professional who thrives in a fast-paced, client-focused environment and is ready to make a meaningful impact in the wealth management industry. If you’re looking for a firm that values wisdom, integrity, and innovation—let’s talk.

In collaboration with our Director, Wealth Partners, the Relationship Manager, Wealth Partners will be responsible for managing and strengthening relationships with Wealth Partner firms, playing a critical role in advisor engagement, business development, and practice management support. This role involves collaborating across departments, executing initiatives, and ensuring seamless operations within Savant’s Turnkey Asset Management Program. By driving key initiatives, the Relationship Manager will contribute to the growth of the Wealth Partners Program and enhance the overall advisor and client experience.

For more than 30 years, Savant Wealth Management has worked to provide wise counsel to individuals, families, and businesses. A fee-only, independent RIA firm, we offer investment management, financial planning, retirement planning, and family office services to financially established individuals and institutions. We also offer corporate accounting, tax preparation, payroll, and consulting. We are driven by a purpose to serve our clients with skill, passion, and integrity. Inspired by collaboration, our team craves innovation, commitment to excellence and above all, doing what is right. We are up for any challenge. If you want to be part of a culture that is defined by strong values - Savant is right for you.

The Relationship Manager, Wealth Partners can expect to focus in the following areas:

• Assist in managing and maintaining strong relationships with Wealth Partner firms.
• Support in monitoring client satisfaction and retention strategies.
• Serve as an additional point of contact for partner inquiries and support needs.
• Help track, follow up, and coordinate responses for prospective Wealth Partners firms.
• Create materials and presentations for sales efforts.
• Support the Director in lead generation initiatives by conducting research and coordinating outreach.
• Liaise with internal teams (Investment Research, Portfolio Management, Advice, Client Services) to ensure seamless service delivery.
• Assist in the onboarding process of new Wealth Partners firms, ensuring proper training and integration.
• Help evaluate and implement new capabilities and offerings for Wealth Partners firms.
• Maintain organized documentation and reports related to partner engagement, sales activities, and strategic initiatives.
• Support the Director in executing key growth initiatives and projects.
• Coordinate follow-ups and track action items from meetings with Wealth Partners firms.
• Prepare reports and analytics to assess business opportunities and performance.
• Perform other duties as assigned to support the overall objectives of the Wealth Partners team.

A couple things to note about ourRelationship Manager, Wealth Partners position:

• This position ideally is based in our Atlanta, GA office. We may consider other office hubs, but highly prefer this person to be based in Atlanta.
• After training, the potential to work ahybrid work-model will be reviewed.
• Typical office hours for this role are Monday-Friday, 8:00AM - 5:00PM. Some evenings & weekends as needed for events.
• Minimal travel will be required. Less than 10% expected.

The Relationship Manager, Wealth Partners position typically requires the following qualifications:

• 3+ years of experience in investment management, financial services, or an advisory support role, with demonstrated ability to develop and client relationships
• Bachelor’s Degree from an accredited college or university in Finance, Financial Planning, Accounting, Business, Marketing or other related field.
• Series 65 License (or equivalent) is required or willingness to obtain within 3 months of hire date.
• Certified Financial Planner, CFA, or other relevant industry designations are preferred.
• Proficiency in Microsoft Word, Excel, PowerPoint and Outlook, as well as financial planning and securities balancing software
• Financial planning/wealth management acumen, judgment and experience
• Excellent communication and listening skills
• Proactive mindset
• Client first attitude
• A team player, collaborative, able to work with and through others

Why Join Us?

• We are a growing, fee-only, independent, majority employee-owned RIA.
• We believe in collaboration, innovation, excellence, doing what’s right, and helping our team to provide world class service.
• We help our clients reach their ideal futures.
• Our culture is described through our corporate values of excellence, integrity, lifelong learning, respect, growth, and servant leadership. These core values truly define the “Savant Way.” We are dedicated to living these values through our relationships with clients, each other, and the communities in which we serve.

The Perks:

At Savant, we are committed to supporting our employees' as well as investing in their well-being and growth. We take a market-based approach to compensation. The expected base salary range for this role nationally is $86,100 - $118,400. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits.

In addition to compensation. We also offer a comprehensive benefits package designed to enhance both your personal and professional life. Below is a list of our offerings. The specific benefits available for this role can be discussed in detail during the hiring process.

• Comprehensive Benefits Package on Day One: Enjoy immediate access to a robust benefits package starting on your first day of employment.
• Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
• Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your healthcare expenses.
• Flexible Dental Coverage: Choose between two dental plan options for optimal oral health.
• Vision Insurance: Keep your eyes healthy with our vision insurance plan.
• Company-Paid Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
• Company-Paid Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
• 401(k) with Company Match: Invest in your future with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
• Generous Paid Time Off: Benefit from PTO that increases with your years of service, at least 11 paid holidays each year, a paid day each year for your Savantiversary, and enjoy shorter work weeks with our Summer Fridays.
• Personal Leave: Don’t stress with the opportunity for up to four weeks of leave for extenuating circumstances that may not qualify for FMLA.
• Parental Leave: Enjoy those first few weeks with your growing family. All parents welcoming a child into their home will receive four weeks of paid parental leave. Birth Parents will receive a total of 10 weeks when combined with their medical recovery leave.
• Bereavement Pay: During these difficult times, we recognize the emotional impact and offer leave time of up to 2 week’s for employees who experience a loss of a spouse or child.
• Professional Development Paid Time: Invest in your lifelong learning and excellence. through professional development. Employees receive two paid days per test for covered certifications or registrations.
• PTO Pool: We support each other! Any unused PTO can be donated for employees to utilize for serious medical situations involving themselves as well as an immediate family member.
• Dress Code: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, client expectations, and your daily schedule.
• Employee Recognition: Be celebrated with monetary awards through our recognition program.
• Team Incentive Plans: Participate in our team incentive plan for additional earning opportunities.
• Employee Assistance Program: Access support through our Employee Assistance Program whenever you need it.
• Exclusive Discounts: Take advantage of various discount programs for additional savings.
• Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
• Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for Savant Swag.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer.