Senior Wealth Relationship Manager (Hybrid)

CMC Recruiting; Mequon (WI); Hybrid; USD 65,000 - 95,000; Full time

Job summary

CMC Recruiting is seeking an experienced Relationship Manager in Mequon, WI to coordinate client relationships and deliver exceptional service within a hybrid wealth management environment. The role partners with Financial Advisors and Service Advisors to support planning, investments, and insurance discussions.

The ideal candidate has 3+ years in financial planning, strong communication skills, and the ability to manage multiple client requests with accuracy and care.

Qualifications

• Minimum of 3 years of financial planning experience.
• Strong understanding of financial planning concepts, investments, and insurance products.
• Excellent written and verbal communication skills.
• Ability to manage competing priorities and coordinate multiple client requests.

Responsibilities

• Serve as a primary contact for client requests and ongoing service needs.
• Coordinate client meetings, touchpoints, and follow-ups with the team.
• Support financial planning, investments, and insurance discussions with advisors.
• Maintain accurate records and ensure timely follow-through on commitments.

Skills

Financial planning experience

Client relationship management

Communication skills

Organizational skills

Team collaboration

Job description

CMC Recruiting is seeking an experienced Relationship Manager in Mequon, WI to coordinate client relationships and deliver exceptional service within a hybrid wealth management environment. The role partners with Financial Advisors and Service Advisors to support planning, investments, and insurance discussions.

The ideal candidate has 3+ years in financial planning, strong communication skills, and the ability to manage multiple client requests with accuracy and care.