Strategic Wealth Relationship Manager

manningnapier; Buffalo (NY); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Health, dental & vision insurance

Employer HSA contribution

Opt out credit

401k employer match

Paid volunteer days

Gym reimbursement

Job summary

manningnapier in Buffalo, NY seeks a Relationship Manager to be the lead client advocate, expanding wallet share and building trusted advisory relationships with high-net-worth individuals, endowments & foundations, and businesses. Collaborate with Wealth Management Advisory team and report to Chief Client Experience Officer.

You will manage onboarding, coordinate client meetings, and support cross-functional responses while driving business development with Advisors and Marketing.

Qualifications

• Bachelor's degree in Finance, Business, Economics, or related field.
• 3+ years of client relationship or sales experience in a financial setting.
• Series 7 and 66 required, or targeted within first year of employment.
• Willingness to travel and work outside normal hours as needed.
• Experience with Envestnet, Salesforce and Charles Schwab preferred.

Responsibilities

• Serve as the primary point of contact for clients and manage end-to-end experience.
• Build knowledge of firm offerings, financial planning, and investments.
• Collaborate with Financial Consultants to conduct meetings via phone, video, or in person.
• Oversee client communications and customized reporting in a timely manner.
• Assist in onboarding, account paperwork, and objective updates.
• Coordinate meetings, campaigns, and outreach with Advisors and Marketing.

Skills

Relationship management

Client service

Sales experience

Communication skills

Team collaboration

Education

Bachelor's degree in Finance/Business

Tools

Envestnet

Salesforce

Charles Schwab

Job description

manningnapier in Buffalo, NY seeks a Relationship Manager to be the lead client advocate, expanding wallet share and building trusted advisory relationships with high-net-worth individuals, endowments & foundations, and businesses. Collaborate with Wealth Management Advisory team and report to Chief Client Experience Officer.

You will manage onboarding, coordinate client meetings, and support cross-functional responses while driving business development with Advisors and Marketing.