Remote Relationship Manager – Wealth Planning & Client Success

Apollon Wealth Management; Mount Pleasant (SC); On-site; USD 70,000 - 110,000; Full time

Job summary

Apollon Wealth Management is seeking a Relationship Manager for a remote role in the United States. You will support advisors by gathering client information, preparing plans, and coordinating follow‑ups to implement recommendations.

The role requires 3+ years of industry experience, familiarity with Salesforce, and knowledge of Fidelity custodial platform/Wealthscape. You will ensure compliance and deliver exceptional client service.

Qualifications

• 3+ years recent industry experience in wealth management or financial services.
• Fidelity custodial platform/Wealthscape knowledge required.
• Excellent interpersonal and communication skills.
• Familiarity with Salesforce preferred.

Responsibilities

• Attend client meetings and support advisors by gathering information and facilitating interactions.
• Create follow‑up tasks based on meetings and inquiries for timely completion.
• Collaborate with advisors to execute trading orders and manage client portfolios.
• Track and report status of tasks to provide up‑to‑date progress to advisors.
• Manage client accounts from opening through ongoing servicing and documentation.
• Gather and organize client information to support financial planning analyses.
• Conduct outreach to aid implementation of advisor recommendations and planning items.
• Ensure activities comply with regulatory requirements and internal standards.
• Coordinate with advisors, back office, and team for a seamless client experience.

Skills

Client service

Salesforce

Wealthscape

Communication

Tools

Wealthscape

Job description

Apollon Wealth Management is seeking a Relationship Manager for a remote role in the United States. You will support advisors by gathering client information, preparing plans, and coordinating follow‑ups to implement recommendations.

The role requires 3+ years of industry experience, familiarity with Salesforce, and knowledge of Fidelity custodial platform/Wealthscape. You will ensure compliance and deliver exceptional client service.