Wealth Client Relations Lead — Events & Growth

Confident Search Consultants; Melville (NY); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health, dental, and vision insurance

401(k)

Paid time off

Job summary

Confident Search Consultants is seeking a Client Relationship Manager for the Wealth Management team in Melville, NY. This role focuses on building strong client relationships, supporting financial advisors, and coordinating client events to enhance the client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication and organizational skills, and experience with CRM systems like Salesforce. Strong marketing/event planning capabilities are a plus.

Qualifications

• Minimum 5 years of relevant experience.
• Strong communication, organizational, and interpersonal skills.
• Proficiency with Salesforce or similar CRM and Microsoft Office.
• Event planning or marketing experience is a plus.
• Series 7, 63/65/66, or Notary Public credentials are a plus.

Responsibilities

• Build and maintain strong client relationships.
• Support financial advisors and deliver an exceptional client experience.
• Coordinate client seminars, networking events, and educational workshops.
• Assist with LinkedIn, social media, and marketing initiatives.
• Manage CRM records, scheduling, and day-to-day office operations.

Skills

Relationship management

Communication

Organization

Interpersonal skills

Marketing support

Tools

Microsoft Office

Salesforce

Job description

Confident Search Consultants is seeking a Client Relationship Manager for the Wealth Management team in Melville, NY. This role focuses on building strong client relationships, supporting financial advisors, and coordinating client events to enhance the client experience.

The ideal candidate has 5+ years in wealth management or related fields, strong communication and organizational skills, and experience with CRM systems like Salesforce. Strong marketing/event planning capabilities are a plus.