Wealth Client Experience Lead

Northwestern Mutual; Mishawaka (IN); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Profit-sharing bonus

Insurance package – comprehensive

Retirement plan with company match

PTO and holidays

Flexible work arrangements

Professional development support

Job summary

Summit Financial Group in Fort Wayne, IN, seeks a Private Wealth Relationship Manager to support Lead Advisors and Partners in delivering an exceptional client experience. You will gather client data, assist with financial planning activities, conduct research, and coordinate service initiatives while developing foundational wealth management knowledge and client relationship skills.

You will build trusted relationships, participate in client meetings, respond to routine questions, implement

Qualifications

• Bachelor’s degree in finance, business, accounting, or related field preferred.
• Licensure required: Life, Health, Long-Term Care, Series 7, Series 63/66 (during introductory period).
• 3+ years of experience in financial services, wealth management, insurance, banking, or related client-facing role.
• Demonstrated ability to build and maintain strong client relationships.
• Strong understanding of investment, insurance, retirement, tax, and estate planning concepts.
• Excellent interpersonal, communication, and presentation skills.
• Demonstrated ability to manage multiple priorities in a fast-paced environment.
• High level of professionalism, integrity, and commitment to fiduciary responsibility.
• Ability to work collaboratively with internal teams, including Financial Planning, Risk Operations, Client Service, and Wealth Operations.

Responsibilities

• Service existing client relationships with a high level of responsiveness and care.
• Participate in client meetings, reinforcing the team-based advisory approach.
• Build strong rapport with clients while supporting the Lead Advisor’s relationship leadership.
• Take the lead in responding to routine client questions and follow-up requests.
• Implement financial plans under the guidance and supervision of the Lead Advisor.
• Partner with Client Service Manager and planning team to ensure accurate and timely execution of recommendations.
• Coordinate implementation steps, ensuring alignment with overall client strategy.
• Contribute to financial planning conversations, scenario modeling, and follow-up explanations.
• Help translate complex financial concepts into clear, actionable insights for clients.
• Maintain continuity of advice by staying deeply informed on each client’s evolving situation.
• Support marketing initiatives and client engagement efforts.
• Assist in driving growth through client experience, responsiveness, and team collaboration.

Skills

Client relationship management

Financial planning knowledge

Excellent communication

Professionalism

Team collaboration

Fiduciary responsibility

Education

Bachelor's degree in finance, business, accounting, or related field

Job description

Summit Financial Group in Fort Wayne, IN, seeks a Private Wealth Relationship Manager to support Lead Advisors and Partners in delivering an exceptional client experience. You will gather client data, assist with financial planning activities, conduct research, and coordinate service initiatives while developing foundational wealth management knowledge and client relationship skills.

You will build trusted relationships, participate in client meetings, respond to routine questions, implement